Szymon Idzikowski: ESG & Climate Related Investments | SALT Talks #123

Szymon Idzikowski joined the Abu Dhabi Commercial Bank (ADCB) in January 2015 to lead the 3rd party fund selection and co-manage discretionary client investment portfolios. He is a lead fund manager of ADCB Target Date Funds and ADCB Multi-Asset Funds. There are three major factors driving the market and forecasts of future returns: demographics, globalization and global growth. We see aging demographics across the world which will serve as a drag on the economy. Globalization peaked around 2010 and its decline will ultimately moderate the pace of global growth. This portends lower investment yields in the coming decade. “If I look on the IMF forecast, growth is only going to continue to moderate [due to globalization and demographics] and debt that companies and governments have built. ————————————————————————— To learn more about this episode, including podcast transcripts and show notes, visit salt.org/talks Moderated by Anthony Scaramucci.