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

2025 Lookback

When I wrote my 2019 investment outlook, we were in the middle of a “market correction” as it is now retrospectively known. Volatility was extreme and global recession fears dominated the market narrative. I didn’t know which direction the market was going (I still...

Transport connectivity

Back in the 80's, when Chris Rea crooned about driving home for Christmas, he probably wasn't aware of the environmental impact of his travel advice. Source IEA 2019 Energy intensity of different transport modes in 2017. The left-hand chart shows energy intensity of...

Can Being Nice Lead to Success?

If it’s good enough for the Brownlee brothers it is good enough for me……………. Company management often put keeping their shareholders happy above all else; largely due to the fact that they are at the very least strongly incentivised to do so (if not forced by law)....

Is there an ESG bubble?

Are too many investors chasing the same names? It’s a question we’ve had from a couple of clients and prospects in recent meetings. We’ve previously written that we believe that the Kames Global Sustainable Fund investment philosophy is different which means we invest...

Is it all smoke and mirrors?

Public Health England have said that using E-cigarettes (vaping) is 95% better than smoking. But is this claim a bit premature? If vaping has only been mainstream since around 2007 in the UK and US, can anyone say they know the long-term effects of usage?“There have...

Powerful dark forces….whahahahahahaha

It’s that time of the year. In Scotland we call it 'guising'. In other places it's called 'trick or treating'. Collins dictionary describes it as, 'the practice or custom of disguising oneself in fancy dress, often with a mask, and visiting people's houses, especially...

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Stock story: Everbridge

Stock story: Worldpay