Covid-19 impacts – fast forward to the future

These are worrying times for many. The financial implications of the tragic health pandemic will be wide ranging, affecting people’s employment income, savings and retirement pots. As investors with a long-term perspective, we are working hard to protect our clients’...

Strange times indeed…

Around this time every year, our Responsible Investment team starts getting ready for the busy equity proxy voting season. Around 60% of all annual general meetings (AGM’s) we analyse and vote at occur in the three-month period of April-June. Engaging with these...

The fastest Bear market in history?

The US market bottomed (at least initially) on the 23rd of March 2020 following a 31.9% decline from its peak 5 weeks ago. Modern financial history only goes back about 120 years, so if we take that as our guide, the table below from William O'Neil & Co. shows...

Renewable energy growth – the wind of change

In the same week that a disastrous meeting between OPEC and Russia hit the price of oil, the UK government announced it would lift a ban on onshore-wind and solar from competing in subsidy auctions. The approximate 30% slide in the oil price was a reminder of how...

50 shades of green…

The EU Taxonomy is a legal classification framework being introduced in stages, to help define what is (and isn't) a sustainable economic activity. It will require companies to make new disclosures on the extent to which their activities are associated with...

Sustainable FOMO!

“The tipping point is that magic moment when an idea, trend, or social behaviour crosses a threshold, tips and spreads like wildfire”Source - Malcom Gladwell, Tipping Point In the four years that we have been talking about our global sustainable equity strategy, our...