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

Renewable energy – powering your returns

The 2019 PLSA Investment Conference in Edinburgh on 6-8 March was attended by over 1,000 pension scheme managers, trustees, consultants and asset managers. Kames Capital’s Nick Edwardson presented on renewable energy, an alternative asset class which has made a...

How to talk sustainable investing to sceptics

A November 2018 Monmouth poll found that 78% of Americans now believe climate change is real, up from 70% three years ago. For the first time, a majority of Republicans (64%) accept it vs 49% in 2015. Moving in the right direction but still low percentages. Climate...

The Forward Thinkers

As Kames approaches 30 years of ethical investing, one of the questions we’re being asked the most is essentially 'what's changed in that time and why?' The answer to this is multi-faceted. For many industries, sustainability has become a commercial imperative (see...

Don’t put the ESG cart before the Sustainable horse

Have you read any studies in to ESG investing recently? If you have, then you’ll know that across the board, academic studies continue to stress the positive alpha-generating potential of ESG factors. Research demonstrates that there are positive links across all...

A Perfectionist Fallacy

“Electric cars: most of the pollution is still there”- it’s a sentiment you may well have heard. But where did it start? To pinpoint the exact moment would be tricky, so I’ll start my story last weekend when I read an interview with British Cyclist, Chris Boardman....

Less pain more gain

The source of my pain? An interview I read a while ago with a particularly impassioned ESG advocate (although I don’t think he was a fund manager). The topic of conversation was a controversial company that has experienced a substantial share price drop as a result of...

Safe as houses?

Last year, I wrote about the risks for investors in housing association (HA) debt of the significant increase in housing development for outright sale that many HAs are undertaking. This risk has recently come in to focus following the latest trading update from...

The Perfect Storm

The UK began to give names to storms back in 2014. The Met Office hoped this would “aid the communication of approaching severe weather” so the public be “better placed to keep themselves, their property and businesses safe”. [1]If raising awareness was their aim,...

Open Banking. Closed Minds.

A year ago we were told ‘Open Banking is about to change the way we bank forever’. A year on….and we’re questioning: ‘what’s the holdup? Where is Open Banking?’ Just 1 in 4 people have heard of it, and only 1 in 5 of those people actually know what it means*. So, it’s...

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