Ethical investing

Investment incoming: the arena where inflows show no sign of drying up

Everywhere you look there is evidence that people are becoming increasingly concerned with environmental welfare. Voluntarily using a plastic straw today would be typically frowned upon, and protests have forced many major corporations to ban supplying and stocking them. Vegetarians and vegans are soon expected to make up a quarter of the global population, with 2019 being coined the ‘year of the vegan’. 

Editor’s Comment: what investments are good for the next 40 years?

How times change. It’s hard to believe that 40 years ago, when Money Observer was first published, Margaret Thatcher had come to power months previously, Franco’s era in Spain had ended only four years earlier and the UK had just three television channels. On average, men at state pension age lived for just five years (now it’s more than 14) the average price of a home was just under £14,000 and a pint of milk cost 15p.

Ethics has entered mainstream investment thinking

The asset manager for a changing world” seems a fitting description of BNP Paribas Asset Management, following its recent research paper on renewable energy versus oil. In ‘The death toll for petrol’, Mark Lewis, the investment bank’s global head of sustainability research, sets out a compelling case for long-term investment in renewable energy for transportation, when assessed in terms of the energy return on capital invested – shortened to EROCI.

Do investors have to choose between green and greed?

This year has been one of weather extremes. By April, the UK had already experienced almost 100 wildfires, making 2019 the worst year for such fires on record. Flooding in Lincolnshire in June drove hundreds of people from their homes. Then a late-July heatwave engulfed Europe, sending temperatures in France above 45 degrees for the first time on record. With such terrifying evidence of climate change before us, combating it has never been more urgent.

New guide categorises ethical funds and how they invest

Investors hoping to incorporate environmental or other ethical concerns when investing, face a litany of acronyms and terminology: sustainable investing, environmental, social and governance (ESG), Socially responsible investing and social impact investing, to name a few.

Buy, Hold, Sell: a trio of ethical stock picks

Sarasin Responsible Global Equity is unusual in having a prescribed ‘buylist’ from which the manager can choose. The list of 120 equities is constructed by a team of 15 analysts at Sarasin & Partners, the fund’s managing company, headed by Jerry Thomas, co-manager of Sarasin Responsible Global Equity as well as a number of the company’s other funds.