Is sustainable investing still relevant — or was ESG just a
pandemic-era trade?
On this episode of In the Money with Amber Kanwar we speak with
Amber Fairbanks of Impax Asset Management to unpack the ESG
backlash, the performance debate, and why she believes
sustainable investing isn’t a label — it’s simply long-term
investing done right. After years of inflows and hype, ESG has
fallen out of favour, but Fairbanks argues the real opportunity
may lie in focusing on durable secular trends, corporate culture,
and risk management — not marketing buzzwords. From AI disruption
to oil & gas exclusions, she explains where sustainability
adds value, where it doesn’t, and why time horizon matters more
than headlines.
In the Mailbag, we tackle some of the most
talked-about names in the market: Nvidia (NVDA) ahead of earnings
and whether its AI dominance can continue; Salesforce (CRM) amid
the SaaS scare; Tyler Technologies (TYL) — a beat-up software
name she believes is worth considering given its deep government
relationships; Boston Scientific (BSX) after its sharp drop on
guidance; Intuitive Surgical (ISRG) in medtech; Novo Nordisk
(NVO) following its stunning fall from grace; and Palo Alto
Networks (PANW) as cybersecurity faces AI disruption. Which
selloffs are an opportunity — and which deserve caution?
In Pro Picks, Fairbanks shares three sustainable high-conviction
ideas positioned for long-term secular growth. She highlights On
Holding (ONON), the premium athletic brand capitalizing on the
global wellness trend and expanding brand awareness; Bright
Horizons Family Solutions (BFAM), the employer-sponsored
childcare provider she believes is misunderstood after
conservative guidance but poised to regain consistency; and
Autoliv (ALV), the auto safety leader benefiting from rising
global safety regulation and increased safety content per
vehicle. Each reflects her disciplined focus on durable growth,
competitive advantage, and corporate culture — core pillars of
her sustainable investing framework.
If you’ve been wondering whether ESG still delivers alpha — this
conversation is for you.
Timestamps
00:00 Trailer
02:00 Intro
04:40 What does sustainable investing mean to Amber
Fairbanks?
06:10 The evolution of sustainable investing
09:10 What’s on Amber’s checklist?
12:30 The sustainability lens a long-term driver of
outperformance
15:00 Would Amber ever invest in oil & gas?
17:40 We can’t look at the world the way we want it to be
17:20 The AI factor
20:40 The right questions to ask AI companies
23:25 ITM Mailbag: Nvidia stock (NVDA)
26:30 Salesforce stock (CRM)
28:30 Tyler Technologies stock (TYL)
29:30 Boston Scientific stock (BSX)
31:55 Intuitive Surgical stock (ISRG)
34:30 Novo Nordisk stock (NVO)
35:40 Palo Alto Networks (PANW)
37:50 Amber’s Pro Picks (ONON, BFAM, ALV)
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
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DISCLAIMERS
The content provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
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