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...
promotion

NEWSLETTER

Ethics Schmethics