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Again, back to this idea of, we take for granted and think that this has already always existed in history, but what it brought to life for me is that, that had to be campaigned for and fought for, for a long period of time. Vish Hindocha: Hmm, and so thinking about that management productivity mindset, if you like, in terms of thinking about those risks, one thing I was really wanting to ask, it comes maybe to your short term long term, to my eye and ear, you know, consumers are now paying more attention to some of these supply chain risk issues, right? And therefore be able to drive better investment outcomes. And there's so many different ways in which you're finding pricing power and businesses that maybe most of us aren't thinking about, but the one that sort of everyone does, I guess, think about, and the one area you do cover is luxury goods. I wonder, just coming back to your earlier comment about the importance of people in the role that they play in many of these businesses then being economic drivers of value and paying attention to what matters, what's your view of where we are on the social side of things and the S in ESG? And again, I just come back to that's our work. It's been such a pleasure. I find mfs like you really interesting song. And therefore, you then can discern what is important for your investment thesis, for your portfolios, for your clients, rather than getting distracted by the barrage of information and data that we get subjected to every single day. Yeah, absolutely - have that humility to say, "Well, let's actually ask other people in the value chain, 'What are the difficulties that you are facing, and what is the context that we need to appreciate as investment managers? Remember, you can subscribe to All Angles through Spotify, Apple Podcasts or wherever you choose to get your podcast from. So first of all, I'd say it gets tested all the time. I think we sort of deliberately took quite a holistic view and maybe kind of scratched the surface on portfolio construction-type considerations.
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I hope you took something away from that conversation. I think that holistic approach is also reliant on the fact that you're trying to take into account all these different letters in one thesis. I find mfs like you really interesting blog. The strength of institutions, the rule of law, regulation, et cetera. Is this better than the alternative? I always thought I was going to be in equities and an equities analyst or investor, but rotated around in fixed income. Nicole Zatlyn: Then you should be grateful for that.
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In other parts of the world, there are other equivalents. I find mfs like you really interesting questions. But when we're looking out now, in the next decade, I mean, it's going to be a completely different ballgame. Customer switching is also quite limited here because gases being supplied represents a relatively small share of the end production costs, but it's absolutely critical to the process. And going way back, my house was sort of at the intersection of the most incredible national park, Waskesiu National Park, and a polluting pulp mill that just reeked multiple weeks of the year.
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So a low cost position can be a good competitive advantage, but it needs to be monitored very, very closely, because it can change quite quickly. And from there on, jumped into the world of investment banking, again, unsure whether I wanted to do capital markets or in fact, investment banking. Thanks, George, for joining me on this shorter and quicker version of the All Angles podcast. So just a couple of things to bring up that we worked on over the last year. It's not just about pricing and ability to put up pricing. That's how you enjoy your dining experiences, having a combination of those, of sweet and salt, and hors d'oeuvres and stews. Vish Hindocha: So, Nicole, I love that framing of climate change and Disclose, Plan, Act and where we are. When you think about sustainability and fixed income and the variety of assets that we deal with, at the end of the day, as an active, long-term investor, we do our own homework. But I have very wide interests in reading. And it's kind of like the greatest part of every single day, just knowing that there are so many things that you don't know in the morning, that you're going to just be digging into, so that you're getting a better idea. That is actually the beauty of portfolio construction is to require a minimum level of threshold to be able to make those decisions that you have to make on a more agile fashion, but understand that you have to have the nuanced approach and the flexibility. So we need to think about, "Well, for this job, what is the right tool? I might take you back a touch. We Found Zack Fox's Top Secret Lemon Pepper Wing Spot, Should We Blow Up The Spot. So you know, whether it's a first derivative or a secondary derivative impact, climate really has its tentacles across all industries.
Pilar Gomez-Bravo: Thank you, Vish. And so, you know, the company I'm thinking about here, the analyst pitch the stock which competes in many parts of the world, and then you're in the discussion and we have input from the analysts, the specialists in other parts of the world who are weighing in on that direct competition. A couple of different examples that I was thinking about where it might just be chasing short-term quarterly financial performance. But there's also an opportunity, and I say this as a fixed income person where we usually don't have a lot of upside. And the holistic approach comes from connectivity and being able to draw from other areas and having that more generalist view rather than... And so, once you've seen the picture of all of the plastic on the shore of your favorite beach, anywhere in the world now, right? So you want to get there much earlier before they have, you know, the crisis situation. We own companies that would tend to be excluded in mandates that would be exclusionary. Rather than maybe the stability that sometimes, I think, as humans we all crave. Because frankly, I guess what I would say is that two plus two can be five.And, you know, today, they don't have their scope one, two, three emissions disclosed. I think variety is the spice of life. Another topical book that I've recommended quite a bit more lighthearted in a way is Red Notice, which was about obviously the Russian involvement with Bill Browder. That meeting was comprised by PMs on the fixed income side. We're looking for that Plan that does align with the Paris Accord.What I think we have learned over the last couple of years is what the right questions are. Are there any kind of company level examples or specific ideas that you think about that sort of help to flesh out the process, the thesis and how that sort of shifts, and the dynamism that we've talked about through time? And so it's, I think, it's the type of example where it fits kind of on the strong moat, the strong focus on their people, a strong focus on their innovation, a really great balance sheet as well as a really nice valuation. Nicole Zatlyn: Yeah, absolutely. We do own some energy companies in my portfolios. Very few companies want to issue equity, but they do want to issue bonds. That's the multidisciplinary thinking. You said it gave you an appreciation, it must have been incredible to see not only within the forest and the national park, considering everything that we're talking about now, but also kind of heavy industry.