ESG and long-term themes
We believe the recent market turbulence provides investors with a potential opportunity to observe how environmental, social, and governance (ESG) considerations play out in their portfolios and how expected positive outcomes could materialise. By Shaunak Mazumder and Caroline Ramscar
‘Much has changed, but a lot remains the same’ is perhaps a fitting phrase to describe the course of markets last year. Whilst the last few months have brought about some significant changes, the issues faced by UK equity investors are still remarkably similar to those at the start of 2019.;
With few things certain in life, we enter the new decade with a year of significant transition for a number of governments and institutions. A trawl through economist research across sell-side broker houses reveals a balance of glass half full and half empty views on the outlook for 2020. However, we sit in the cautiously optimistic camp, and see opportunity ahead for decent equity market returns. ;
Unquestionably, sustainable investing and a growing consideration for ESG factors are increasingly important trends for investors. An affinity with sustainability has also had a big impact on the wine industry, where its implementation is on course to re-shape the future of winemaking.