Ethical investing

Pacific Assets’ Doug Ledingham on why Asia ESG pioneer is set for bounceback

Stewart Investors, which manages the Pacific Assets (PAC) trust, has long been a supporter of a little-known, Edinburgh-based charity called The Library of Mistakes. Its mission is that “by studying financial history we hope to improve financial understanding one mistake at a time”. This thinking also informs the trust’s investment style. Managers David Gait and Doug Ledingham believe that only by understanding the history of individual companies and their management teams can they avoid the pitfalls.

Emissions drop highlights the potential for ESG investing

Satellite images reveal the extent to which pollution has fallen in cities around the world since lockdowns have been introduced. The difference is huge in places such as Delhi where a fog of pollution normally hangs over the city. Blue sky has now appeared. This situation is repeated all around the world.

Sustainable and responsible investment: how has it fared during market crises?

Since the 1970s, there have been four periods during which global equities have fallen more than 10% in five days; the 1987 crash, the 2008 global financial crisis, the 2011 eurozone crisis, and the first few months of 2020.

Each of these events has occurred in very different circumstances and brought its own specific challenges. The bear market of early 2020 is no exception, with a severe downturn caused by an emerging understanding of the economic consequences arising from the coronavirus.

Investing to tackle climate change: fund, trust and ETF tips

BlackRock chief executive officer Larry Fink signed two letters at the start of the year that signalled a tipping point for sustainable investing. In his annual letters to clients, the head of the world’s largest asset manager said his firm would divest from thermal coal and put sustainability at the heart of its investment decisions.

Ethical portfolio: hope for a UN climate change summit boost

Welcome to our first update of 2020 for the Money Observer ethical portfolio. A great deal has changed since our last piece – not only does Prime Minister Boris Johnson now command a substantial parliamentary majority, but the UK has also now left the European Union. How has this impacted our investment selections over the past three months?