• Research & Reports

Circular Economy – Are we Ready yet?

by Ewelina Łukasik-Morawska, Engagement ManagerThe short-sighted focus on producing and consuming as cheaply as possible has created a linear...

Sexual harassment – an emerging risk

by Waldemar Wojdyło, Senior Research Analyst, GESThe 25th of November is the International Day for the Elimination of Violence against Women and its goal...

A Hope for Stability in South Africa

by Bruce Jackson, Senior Engagement Manager, GESDuring GES’ recent Emerging Markets Engagement trip to South Africa, we held several meetings with mining companies and,...

Shareconomy – a Path to Sustainability

by Efthymia Eleftheriadou, Research Analyst, GES‘The average power drill is used around 12 to 15 minutes over its lifetime’, is a phrase that is...

Trading Permits

Since the start of 2017 to end August 18, the LME spot cobalt price has approximately doubled (at the top, in March 2018, it was 290% higher than in January 17)! But wait, there’s another ‘green’ commodity which has offered even better returns. Carbon… or more specifically the carbon permits that are traded under the EU Emission Trading Scheme (ETS), are up 390% since the start of 2017. Boom!

The future of food (GES)

In this blogpost in two parts, Tytti Kaasinen, Head of Stewardship & Risk Engagement at GES dives into the future of food, inspired by...

Make America Green Again

The IMF, and others, have been critical of President Trump’s announcements regarding US import tariffs. Many have warned of the risks of a US-China...

Long-Serving Management: Experienced or Entrenched?

 In 2010, when new home construction in the US was bottoming at 500 thousand (a 75% fall from the two million peak prior to...

Human Life: A Cost-Benefit Analysis

Healthcare is expensive and stubbornly inflationary, particularly in the US. Despite spending the most per capita on healthcare, the US underperforms all other developed...

#SustainableDisruptors

As growth investors, our nirvana is identifying the next disruptive winner which will dominate the future in the way that the likes of Amazon...

Don’t get ‘Amazoned’, warns Kames Capital

"From positions of high margins and returns earned via opaque pricing models or scale dominance, companies are staring at strategic dilemmas, as the costs...

Help! I’m being repressed!

Sustainability sceptics are usually concerned about investment ‘restrictions’. However, all active investors impose restrictions on their investments, it’s called an investment process. A zero...

Can the Oil Majors Plot a New Course?

The oil and gas majors would have us believe that they are transitioning into lower-carbon energy companies. How credible is this? By Ryan Smith, Head...

The Spin Behind Thematic Funds

In a solutions-based world we compete against many alternative ways to invest sustainably. Themed funds are one such way. They benefit from simple concepts, such...

Stocks to benefit from the drive to improve Chinese environmental standards

With recent air pollution readings in Beijing exceeding levels judged as dangerous by the World Health Organisation, the Chinese government is now on a...
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The Week in Green