Focal point

Our take on the latest investment themes

View [Latest Stewardship activity: February] Latest Stewardship update Feb - Coronavirus

Latest Stewardship activity: February

by David Sheasby

As companies assess the impacts of COVID-19, this may leave them better prepared for the issues that are likely to materialise from the physical impacts of climate change.

20 March 2020
View [The ESG Journey in Emerging Markets - Driving change and opportunity] Mountainlift view

The ESG Journey in Emerging Markets - Driving change and opportunity

by David Sheasby, Andrew Mathewson

We are seeing increasing levels of adoption and awareness of ESG factors by companies, governments and shareholders in Emerging Markets (EM). In our view, this is materially positive for investors with a long-term ownership approach such as ourselves. We also believe it can be a significant value driver for individual business and investment performance.

2 March 2020
View [Latest Stewardship activity: January] Davos

Latest Stewardship activity: January

by David Sheasby

Martin Currie is making two new commitments: The first is to sign up to Climate Action 100+ and the second is to express support for the Taskforce for Climate-related Financial Disclosures (TCFD)...

29 February 2020
View [Latest Stewardship Activity: December] StewardshipUpdateDecemberAbstractjpg

Latest Stewardship Activity: December

by David Sheasby

As 2019 drew to a close, climate change was once again in the headlines – most notably with reference to the deadly bushfires that raged in Australia in the closing weeks of the year.

22 January 2020
View [Latest Stewardship Activity: November] Stewardship_Monthly_Update_Text_2

Latest Stewardship Activity: November

by David Sheasby

We were nominated for the ICGN Global Stewardship Award shortlist this autumn and we are delighted to have subsequently won this at the end of November.

23 December 2019
View [Latest Stewardship activity October] ESGUpdateNov2019Live

Latest Stewardship activity October

by David Sheasby

In case there were any doubts about the increasing focus on responsible investment, the PRI in Person, the leading global conference on the subject, was attended this year by more than 1,600 delegates – making it the largest responsible investment conference to date.

22 November 2019
View [Latest Stewardship Activity: September] LatestStewardshipSeptemberAbstract

Latest Stewardship Activity: September

by David Sheasby

In case there were any doubts about the increasing focus on responsible investment, the PRI in Person, the leading global conference on the subject, was attended this year by more than 1,600 delegates – making it the largest responsible investment conference to date

28 October 2019
View [Profit with purpose] ESG challenges for investing in the modern age

Profit with purpose

by David Sheasby

August 2019 may go down as a watershed moment in corporate America – with the long-held concept of shareholder primacy abandoned in favour of broader stakeholder accountability.

18 September 2019