ESG
The danger of neglecting ESG in challenging times
Lucy Cheng considers the importance of maintaining focus on ESG factors in investment decision making, even during challenging economic and market conditions.
Read MoreCleansing capitalism’s karma
2010-20 saw consumers deleverage household balance sheets while governments engaged in austerity to try and balance their own books. With a consequent lack of nominal growth, corporates shunned re-investment in capital expenditure (‘capex’) and embraced buybacks as a superior use of cash. Portfolio manager William Lough believes this has set up an investable opportunity today due to 3 converging elements – read on to find out more.
Read MoreWhy investors should not forget about ESG during a downturn
ESG & Stewardship Analyst, Lucy Cheng, discusses why investors shouldn’t forget about ESG during a downturn.
Read MoreWhy be an ESG contrarian?
James Sym discusses why he doesn’t follow the herd. September 2022.
Read MoreIs there a ‘one size fits all’ solution to impact reporting?
Lucy Cheng, our ESG and Stewardship Analyst, considers how investors evaluate the impact of their portfolios on the environment and society, with a closer look at the United Nations’ sustainable development goals.
Read MoreAsset TV Fund Selector Masterclass | Equities & ESG with Brewin Dolphin
In this Masterclass three experts discuss how they integrate ESG and sustainability into their global portfolios, how they use engagement and how they encourage better governance.
Read MoreWinning in a niche
William Lough, manager of the R&M Global Sustainable Opportunities Fund, explains how three stocks we hold are building out niche positions, all driven in part by the requirements to cut CO2 emissions globally.
Read MoreThe path to green steel
William Lough explains how the steel industry is innovating, via the use of electric arc furnaces (EAF), to lower the carbon footprint of one of our most useful commodities.
Read MoreESG investing – the right way?
Everyone is talking about ESG in 2022. But is the current approach fit for purpose?
Read MoreTop ESG themes in 2022
Roger Lewis gives an overview of the key ESG themes for 2022 and considers ‘now what’ for net zero carbon.
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