We will put forth an unashamedly positive case for sustainable thinking and sustainable investing.
We believe it works and we aim to prove it.

Steaming Ahead

A Strix in Greek mythology was a bird of ill omen, the product of metamorphosis, it fed on human flesh and blood (sorry if you’re reading this during breakfast). I’m just thankful it doesn’t fly the corridors of Kames Capital. Move forward a few thousand years and...

We can’t export the problem anymore

Europe produces 58 million tonnes of plastic every year. 40% of that is used for packaging. Only 30% is recycled - albeit the last figure is flattering because we mostly ship the problem off to Asia. Source - WRAP - UK, 2017 Huge numbers. If it makes it any easier (or...

We beg to differ

The Kames Global Sustainable Equity Fund was set up to be deliberately different from other sustainable strategies already in the marketplace.  Three years in, despite all the interest in ESG, new fund launches and rebranding of existing stuff, it still feels like...

Can technology disrupt and democratise drug development?

Pharmaceutical research and development is critical and offers health and hope to millions…. but it’s very expensive. A Deloitte study from 2018 reported that the cost to develop a new drug from discovery to launch ranges from $1bn to $4bn (average about $2.2bn) and...

Does Sustainable Growth Drive You Crazy?

“Being right means being non-consensus at the time of investment. In sort of practical terms, non-consensus translates to crazy”  Alex Danco - Scarcity, Abundance and Bubbles [Invest like the Best, Episode 121] Show the average investor the chart above, and there’s a...

Can ESG help you spot an impending bankruptcy?

Environmental, social and governance factors are no doubt important considerations when analysing a business. But I expect that many would say that when it comes to a business going bankrupt, that’s all down to the cold, hard numbers. While that may be true,...

Electric Dreams

This is an important moment for Volkswagen’s e-mobility drive. Emerging from the wake of the diesel scandal and under pressure to meet stricter EU emissions regulations, the company has an ambition to sell as many as 3 million electric vehicles per year by 2025. To...

When will Green be the New Black?

Plastic bag charges, vegan diets, electric cars and re-usable cups. Environmental issues are certainly en vogue. Eco-movements have sprung up to challenge the environmental impact of certain industries and whether they want to or not, companies are now competing to...

Saintly Central Bankers

The legal mandates of central banks (CB) typically include responsibility for price stability, financial stability and the safety and soundness of financial institutions (e.g. our banks and insurers). So they’re effectively tasked with scanning the horizon to identify...

The power of perception: The sustainability survey results

“So much advantage in life comes from being willing to look like an idiot over the short-term” [a guy I follow on twitter] I’ve got a confession to make.. well two actually. Firstly, I’m biased. I have a vested interest in the Kames Global Sustainable Equity strategy...

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