Conviction Equities Boutique 23 Oct 2023 Viewpoint Slaying five impact investing myths Don’t fall prey to the myths surrounding impact investing. Read more
Conviction Equities Boutique 3 Oct 2023 Viewpoint Deciphering China’s revised policy playbook China’s last few years have presented new economic challenges, and Beijing has completely rewritten its policy priorities and playbook. But looking ahead, this does not mean Chinese investment won’t be rewarded in the future; rather that policy-compliance should be a criterion considered by investors. Read more
Conviction Equities Boutique 25 Sep 2023 Viewpoint Reap what you sow: seek to harvest your "double dividend" Financial return and positive impact are equally important in impact investing – but so is measurement. Read more
Conviction Equities Boutique 18 Sep 2023 Viewpoint How to invest when the world is on the brink? We reap what we sow: the “double dividend” concept seeks to offer financial returns and a better tomorrow Read more
Conviction Equities Boutique 21 Apr 2023 Viewpoint Mother Earth Day: The cost of not acting is high The world is facing an environmental crisis of unprecedented dimensions. Fighting climate change should be a high priority for humankind as it is closely linked to many other environmental challenges. Read more
Conviction Equities Boutique 24 Nov 2022 Viewpoint Meeting sustainability and investor goals by supporting biodiversity Biodiversity loss often takes a backseat to climate change in global headlines but ignoring the preservation of natural ecosystems poses a threat to water, land, marine life, health, and can increase poverty. There is an urgent need for change. The upcoming COP 15 will address biodiversity solutions that will benefit companies, investors, and society. Read more
Conviction Equities Boutique 14 Nov 2022 Viewpoint Embracing net zero targets the right way Why should sustainable companies go “net zero”? Given that the world’s emissions are mainly produced in the most industrialized nations, the onus is on western companies to bring carbon emissions down. But how to measure their progress? One common yardstick for investors is the carbon footprint method – or the more encompassing “potential avoided emissions” method propagated by the Impact Investing team. Read more
Conviction Equities Boutique 8 Nov 2022 White Paper Impact report 2022: Renewables with prospects in a gas-deprived world Now that the Russian utility’s gas deliveries have stopped, might this be the right time to call your solar and wind power company? Perhaps more than ever, renewables, and areas such as electric vehicles, batteries, or “green” hydrogen, are facing a bright future. Read our impact report for further details. Read more
Conviction Equities Boutique 2 Nov 2022 Viewpoint Global food crisis: How can investors help to ease it? Feeding a starving person is important, we all agree on that. But from an investor’s point of view, allocating capital to companies working towards the same end is perhaps even more appropriate. But first, go find promising ones active in areas such as increasing land yields, reducing food waste, or preserving biodiversity, to name a few. Read more