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:
To mark International Podcast Day, this week’s interview has been conducted by a real life investor, rather than your usual hosts. Dr Beth Vamvakas, who has been investing for about 10 years, talks to James Thomson, manager of Rathbone Global Opportunities fund, about online shopping, furlough schemes, healthcare and diagnostics, US elections,...
Alex Wright, manager of Fidelity Special Values investment trust, says the disruptions in supply chains that investors have been worrying about if a hard Brexit comes to pass are not that dissimilar to those we've seen because of COVID. “A lot of UK companies have done reasonably well dealing with the logistics of the pandemic because they had that...
While some of us have resorted to downloading the Calm Office app to simulate noises from the office, Kevin Murphy, co-manager of Schroder Income fund, is already back at his desk, and talking to the Investing on the Go podcast team about how soon UK companies could reinstate dividends, where he’s finding opportunities overseas, why he invested in...