Regulation: the evolving UK landscape
This has been an important period for sustainability regulation. Europe has led the way, implementing the Sustainable Finance Disclosure Regulation in May 2021, following the EU taxonomy in June 2020....
Adviser-Hub 24th May 2022
Electric Income
Electric Income Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more.
Baillie Gifford 24th May 2022
Perspectives - what are markets telling us?
Premier Miton macro thematic and multi asset fund manager, Anthony Rayner, examines what he believes markets are currently telling us, as investors.
Premier Miton Investors 23rd May 2022
Is it time to pivot back to growth stocks?
The last year has seen a huge recovery in value stocks, inflation beneficiaries in particular. At the same time growth stocks have had a torrid time. Fund manager David Jane assesses the potential...
Premier Miton Investors 22nd May 2022
How are important are investment fundamentals?
A broad-ranging and perhaps controversial question: textbooks suggest that the price of an equity, for example, is driven by company fundamentals such as cashflow, return on assets, and gearing &nd...
Premier Miton Investors 21st May 2022
Building a defensive portfolio at a time of high volatility
Managing portfolio risk used to be a simpler task; first set your allocation to equities and then diversify risk through an allocation to bonds. This is what has become commonly known as the 60:40...
Premier Miton Investors 20th May 2022
The Week: The China problem
China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?
Adviser-Hub 19th May 2022
The “Grand Chessboard” reconfigured; Stagflation risks intensify
The Russia-Ukraine war is set to dramatically redefine the global order (or the Grand Chessboard*), both economically and geopolitically. In the near-term, the trade and financial shocks from the conf...
Fidelity International 18th May 2022
Net Zero: do we really understand what it means?
Reaching Net Zero is a massive undertaking that requires co-operation on a global scale. We all have a role to play, both as individuals and as investors. As demand for sustainable investment solution...
Schroders 18th May 2022
The evolution of our sustainability ratings and research
Fidelity’s investment team discuss how they are evolving and enhancing their sustainability research and ratings. Find out how they are moving away from solely using ESG as a risk management tool, wit...
Fidelity International 17th May 2022
Podcast: What is net zero and why does it matter to investors?
In Schroders’ second Making An Impact podcast, Madeleine Cobb, Head of Corporate Sustainability at Schroders, talks to Carol Storey, Active Ownership Manager, about the importance of net zero.
Schroders 17th May 2022
Patient Green Capital
Companies need time to develop carbon-cutting disruptive innovations. By providing patient capital, you can increase both their environmental impact and your returns, as Scottish Mortgage Investment T...
Baillie Gifford 17th May 2022
In conversation with Mercer: How to practically invest sustainably?
Ninety One invited guest speaker Indira Sabitova, Portfolio Manager at Mercer, to share her experiences of investing sustainably and practical takeaways for investors looking to embark on the journey...
Ninety One 17th May 2022
Bond investing in the zero-carbon future
Baillie Gifford’s Charlie Houston explains how renewable energy providers like India’s Greenko and Costa Rica’s ICE can tackle climate change while creating new sources of reliable income for investor...
Baillie Gifford 16th May 2022
Corporates weigh the cost of long-term Russia exits
Our latest Analyst Survey points to a new message coming from a substantial group of global companies: Russia may be un-investable for years to come and many will not do business with Putin’s regime a...
Fidelity International 16th May 2022
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