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Q2 2025 HOUSE REPORT
SECURITY: A NEW THEME SHAPING OUR INVESTMENT APPROACH
We have updated our global thematic approach to investing by introducing a sixth major theme: Security. What does this entail, and why introduce it now?
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Why stewardship matters more than ever
As we are witnessing across many industries, the ripple effects from President Trump’s return to the White House are global. In asset management, proclamations of sustainability or net zero are being scrubbed from marketing material with little sign of regret. To some, it seems sustainability was often a convenient pastime that has run its course.
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Equinor and Norway: can they turn Paris promises into action?
On May 14, shareholders in Norwegian oil and gas major Equinor will be given a vote on whether the company should increase the pace of its low-carbon transition. The shareholder resolution asks the Board to ensure Equinor’s strategy and investment plans are consistent with the Paris Agreement goals....
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The devil’s in the detail: spotting climate winners and losers
We get to know our companies comprehensively. When it comes to climate change, we use a proprietary, forward-looking approach to weighing individual companies’ prospects as the world warms. Active investment managers spend a lot of time assessing the outlook for individual companies. But when it comes to estimating...
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Net Zero – the upside
In a Q&A session at Sarasin & Partners’ 2024 Spring Seminars, Natasha Landell-Mills, Partner and Head of Stewardship and Ben McEwen, Climate Analyst discussed progress towards net zero and its often-overlooked investment upside. There can be little doubt that climate change is one of the biggest threats we...
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COP28: the market is getting behind net zero
Let’s face it. Despite world leaders putting on a brave face at the latest round of international climate negotiations – the 28th Conference of Parties (COP28) – the headline result fell dangerously short of what is required. It speaks volumes that this was the first COP to acknowledge...
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Ethical AI: Trick or Treat?
Governments, companies and investors all have roles to play in ensuring that AI is a force for good. We invest in a number of companies for whom artificial intelligence (AI) is a key element in their business models and plans for future growth. As investors, we recognise the...
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