ESG
Why 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.
Read MoreNetting to zero
R&M’s Head of ESG explains how the business is turning talk into action following its commitment to achieve net zero carbon emissions.
Read MoreThe gift that keeps on giving: the pivotal role of the Paper & Packaging industry in the transition to a circular economy
An argument that it’s possible to find companies with robust growth drivers and stock-specific fundamentals that are exposed to sustainability driven tailwinds on attractive valuations. You just have to look a bit harder, sometimes in less conventional places.
Read MoreGradually, then suddenly
William Lough explains how the R&M investment process integrates sustainability credentials as part of its fundmental analysis.
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