This fund uses the planetary boundaries framework at the core of its investment process. The framework focuses on nine key environmental areas and the respective threshold which humanity must not cross lest it cause irreversible environmental damage. Companies which the managers can invest in must operate within the ‘safe operating space’ where human activities can take place safely.
Read more about Pictet Global Environmental Opportunities
Please note below is the chart that is referenced during the podcast:
From animal testing to weapons, tobacco to doorstep lending, there are many ‘unethical’ practices that Bryn Jones excludes from the Rathbone Ethical Bond fund. He talks to us about the companies the excludes and the positive traits he looks for, as well as the growing opportunities in renewable energy. He also explains his thinking about human...
Manager Matthew Brett talks to us about how improvements in machine vision and artificial intelligence have led to robots being used more widely, tells us how Japanese strength in component manufacturing is benefiting from these advances, and explains why a Chinese internet giant and Japan’s second richest man, are both making a software company...
Jason Pidcock describes casinos as “niche property companies: they charge very high rents for people to spend time there.” In this podcast, he talks to us about his casino holdings in Macau, Australia and Singapore, tells us why “flying is the new smoking”, reveals which tech stocks pay a dividend, and discusses the possible economic impact of the...