What is an ESG investment?
First of all, ESG stands for Environment, Social, and Governance – […]
The economic benefit of combating climate change
Mainstream thinking believes two things about combating climate change. Firstly, restricting […]
Sustainable stocks outperform – of course they do, they’re sustainable
In a landmark study conducted by Harvard Business Review (Eccles, et […]
Progress in the battle against climate change: success stories from the frontline
The media is awash with news of current and imminent climatic […]
Sustainable investing is not a trend, it’s a transformation
The investment community is currently undergoing its biggest paradigm shift yet. […]
PE Ratios are irrelevant: two erroneous metrics lead to an erroneous conclusion
Talk of PE ratios is as popular as ever, even amongst […]
Evolution of capitalism – A new species emerges in the fourth industrial revolution
A new form of capitalism is emerging. The Fourth Industrial Revolution […]
Do sectors make sense?
Mainstream wisdom holds that all companies can be grouped into sectors. […]
Diversification adds risk and reduces performance
Mainstream thinking requires “adequate” diversification in portfolios. Adequate generally means more […]
Buy the right company at the right price and leave it be
When it comes to investing, it’s better to be more sloth […]
Black swans, white swans and very boring swans
Just about every day, someone, somewhere, makes a prediction of economic […]
