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...

Correlated Confusion

Edinburgh was host to the Ethical Finance Conference last week where Nicola Sturgeon, Craig Bonthron and other famous names presented. One of the panels discussed ESG data issues and the misconceptions that the market has with ESG rating agencies. I found one point...

Where on earth are all the e-buses??

That’s not a rhetorical question; of the 425,000 electric buses worldwide at the beginning of the year, 421,000 were in China.So why do over 99% of electric buses reside with the Asian superpower? A lot is to do with government policy and generous subsidies handed out...