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Q1 2025
HOUSE REPORT TRICKS OF THE TRADE
Despite a turbulent 2024, markets have remained resilient, with geopolitical challenges and regime change in Washington not derailing growth. As we step into 2025, what strategies will define success in navigating the year ahead?
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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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Why are we bored of ESG?
After attracting record inflows over the last few years, investors are more recently reported to have fallen out of love with sustainability-focused funds[1]. Does this mean ESG issues are dead in the water? Or is this merely a bump in the road? Greenwash and backlash Increased scrutiny of...
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