Discretionary

It says something about human nature – or perhaps just human nature under capitalism – that we, as responsible investors, should need to think twice about the pharmaceutical industry.

There is no denying that mining is bad for the environment. So where can responsible investors draw the line as to what constitutes a ‘good’ or ‘bad’ mining company that they should, or not, invest in?

Is there more to come from equity markets following both the political and economic environment growing more benign?

Why Boris Johnson’s UK election victory is positive for GBP and UK equities, and negative for gilts.

There is a fundamental case for investing in stocks which boast growing dividends, in our view.

Reasons why we still have a defensive stance on emerging-market debt: current account performance in EM, the crowding out factor and US inflation.