“Good Eatin’” – Sustainable Foods

In extreme situations, humanity relies on three immediate “basic needs”: shelter,clothing, andfood. With the continual growth of our population across the globe – coupled with concerns about the impact on our agricultural land from over-farming and climate...

A Whole New World

The past year has seen markets rapidly evolve through a greater level of retail involvement and an enhanced focus on new asset classes and industries purported to offer a glimpse into our future. At the centre of it all has been an acceleration of ESG trends, and the...

Positive Energy Part 2: Wind and Water

It’s at this point in the series that I regret not talking about coal power, so we could combine that with wind and call this note “Earth, Wind and Fire” – but I digress. Following on from our first note on solar, today we look at the investible opportunities across...

Positive Energy Part 1: Solar

Since Michael Faraday’s invention of the electric motor in 1821, the technological progression of our society has been tied to an increasing demand for power. From household to industry, almost every person in the world has access to an electricity grid – since 2000,...

Nice Guys Finish First

Over the past 100 years, financial markets have developed into the beast we now know – offering exposure to anything and everything, ranging from a simple share of Apple to complex derivatives on the Laotian Kip (currency). As our product offering has expanded, so...