What’s the catch?

During lockdown I binge watched almost the entire back catalogue of Simon Reeve’s wonderful travel documentaries (as well as some much trashier titles). In these programmes, he covers what he calls the “light and the shade” of the places he visits, often focusing on...

Cash for clunkers v2.0

“History doesn’t repeat itself but it often rhymes” – Mark Twain Does anyone remember the cash for clunkers scheme?  If you weren't around at the time, this was the collective nickname for car scrappage schemes employed by a number of countries to stimulate growth in...

Sustainability through a long-term lens

When it comes to investing, sustainability is a term that is used often, but one that across the industry remains rather indeterminate. For us, the case for, and requirements of sustainable investing is clear. At the heart of our approach is a firm belief that it...

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...