Raj Thamotheram

@RajThamotheram

If you’re not outraged, you’re not paying attention. I'm not an optimist. I'm a prisoner of hope. (Thanks to Desmond Tutu for this wonderful set of words.)

London, England
Vrijeme pridruživanja: srpanj 2011.

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  1. Prikvačeni tweet
    22. ruj 2018.

    Plutonomy (a portmanteau of "plutocracy" and "economy") is a term that Citigroup analysts have used for economies "where economic growth is powered by and largely consumed by the wealthy few." EVERYTHING should be analysed with this in mind.

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  2. proslijedio/la je Tweet

    17. Rs will not be led to actual, serious climate policy by Dems cheerleading for them & extending the holy hand of bipartisanship. (Jebus, is this not obvious yet?) They will come to the table on serious climate policy when they are *scared not to*.

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  3. proslijedio/la je Tweet

    20. ... "both sides are trying, if only they could come together, isn't partisan squabbling terrible." That's the narrative they know & love. MSM loves it too & will eat it up. But Ds & climate hawks don't have to go along! </fin>

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  4. proslijedio/la je Tweet

    Two key conditions for a democracy becoming a dictatorship: 1) A ruling party that prioritizes staying in power over democratic norms. 2) An opposition in disarray.

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  6. This is how a government responds to the climate crisis when it isn't captured by interests & . What do Finnish institutional investors make of this? Is the time frame (<5 years) still too t…

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  7. ! But still it's VERY shocking that only 1 Republican had integrity. Don't understand what all the fuss is about? Here's a 9 min recap from

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  8. proslijedio/la je Tweet

    "Corrupting an election process in a democratic republic is about as abusive and egregious an act against the Constitution—and one's oath—that I can imagine. It's what autocrats do." ~Mitt Romney

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  9. Research help pls: Whats the best document/video you've seen about in general (ie not just about fossil fuel employees)? I am cc-ing some well read advisers and experts in the hope they can help. Thanks in advance - ideally, ple…

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  10. proslijedio/la je Tweet

    UK media, as Boris Johnson had hoped, seems to have forgotten the report into Russian interference in UK politics which he suppressed before the election. RT this if you haven’t & call for its unredacted release

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  11. 4. velj

    Let's think ahead to the fight over bailouts. Who will win? The execs + major (private) owners of companies OR pension fund members OR the world's poor who don't even have a pension & who will be hit hardest? Or is there enough for everyone?

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  12. proslijedio/la je Tweet

    BBC1 News at 10 decided the public did not need know that Journalists from every major national broadcaster & newspaper walked out of No.10 today in protest after the Government tried to pick & choose which media outlets it briefed. If you think the public should know RT this

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  13. 4. velj

    Bystanders have the power ...for now.

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  14. 4. velj

    Great thread about need to think not just / primarily Stock Specific Risk or Sector Risk or even . The big success of the / thesis has a strategic downside.

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  15. 4. velj

    It also calls for rethinking how to divide the stewardship challenge. The (US) mega managers don't like to collaborate - it's not in their DNA! Let's just accept that. And adapt. Eg give them responsibility for transforming 1-2 whole sectors globally. They have the resources.

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  16. 4. velj

    That means industrial scale resolutions. Investors simply don't have the ESG stewardship resources to continue with BAU engagement strategies. And many (most?) trad. analysts & portfolio managers won't get up to speed quickly enough to do .

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  17. 4. velj

    "There is no such thing as a no risk sector anymore, as will affect every sector”. 👍🏾Implications for climate aware investors? Ask for from ALL companies starting with high impact / highly vulnerable sectors first.

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  18. 2. velj
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  19. proslijedio/la je Tweet

    Brexit Day + 1. I apologise in advance for the sincerity. But last weekend, a stranger gave me this book. She’d just finished it & had followed ’s investigations & she told me she wanted me to have it. It was a small quiet act of deliberate generosity.. 1/

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  20. proslijedio/la je Tweet
    2. velj

    Is there a summary of evidence anywhere that shows that putting ESG targets in executive pay schemes results in better performance (ESG or financial)? I am massively sceptical that it is worth the effort, but would like to understand the evidence for doing it.

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  21. 2. velj

    A superb piece of public education about in the USA.

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