Stories of Sustainability

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Stories of Sustainability

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P&I Interview: ESG Investing

Pablo Berrutti, Senior Investment Specialist speaks to Joshua Scott of P&I.

09 Mar 2023
Tech and Healthcare: Is correlation risk what it seems?

Investment Analyst Oliver Campbell discusses how to approach correlation risk.

06 Mar 2023
Climate solutions update

In mid-2022, Project Drawdown announced 11 new solutions to their collection related to ocean resources, food production, methane management, and materials manufacturing and use.

20 Jan 2023
Why India: Investing in the Indian subcontinent

The Indian subcontinent has been a fantastic investment destination over the last few decades. Investment returns in the subcontinent have been primarily driven by India since she liberalised her economy in 1991.

16 Jan 2023
Why accounting choices matter

Commuters on the London Underground would be familiar with the warning to “mind the gap”. The investment industry is in dire need of a similar warning but with an extra A – “Mind the GAAP”.

30 Nov 2022
Tackling climate change in emerging markets

As the human effects of climate change continue to intensify around the world, asset owners and managers are rightly grappling with their responsibilities to help avoid catastrophe.

13 Oct 2022
Spotlight on sustainability: WEG

Portfolio Manager, Sujaya Desai, discusses energy efficient electrical motor manufacturer, WEG.

11 Oct 2022
Spotlight on sustainability: Watsco

Sashi Reddy discusses Watsco, the largest distributor of HVACR (heating, ventilation, air conditioning and refrigeration) products in North America.

02 Oct 2022
The importance of diversity

How do the Stewart Investors team seek to address diversity? Sashi Reddy discusses the investment team’s approach, and why fostering diversity of thought is not just important but crucial in implementing the team’s investment philosophy for the long term.

15 Aug 2022
The problem with ESG scores

Some ESG data can be useful in certain circumstances, but can an over reliance on simplistic ESG scores be a dangerous strategy?

06 Apr 2022
How big is big enough?

Today’s technology giants may have many admirable qualities, but should we question their ongoing contribution to sustainable development?

06 Jan 2022
Exploring outside the lines

Our interactive tool, Portfolio Explorer is helping us share how impactful companies are contributing to sustainable investments.

12 Nov 2021
Our Human Development Pillars

Struggling to clearly articulate the world of ESG investing? You’re not alone. Learn more about our sustainable development framework. Jack Nelson explains.

11 Nov 2021
What makes us different?

Stewart Investors' portfolios differ from any other comparative index. Our active share is often above 80 or 90%. Watch the full video to learn more.

29 Oct 2021
The Power of Story

In a recent essay, Santa Fe economist Brian Arthur challenges economists to describe the world in more than algebraic terms. He believes they should extend their vocabulary (and minds) to include verbs, alongside their highly prized nouns, to allow the underlying processes, context and organic nature of complex systems to be described in full technicolour.

14 Oct 2021
Ten years in emerging markets

If the last ten years investing in emerging markets has taught us anything it is that in the long run, quality wins.

03 Sep 2021
Why does stewardship matter in emerging markets?

Emerging markets have long been understood as geographies of uncertainty. Are good company stewards the answer?

06 Aug 2021
Making a difference through science and innovation

Sashi Reddy and David Gait of Stewart Investors speak to G. V. Prasad, Chairperson and Managing Director at Dr. Reddy’s an Indian pharmaceutical company.

28 Jun 2021
Good Old-Fashioned

Due to its consistent focus on the future, "old-fashioned" investing has stood the test of time.

08 Jun 2021
Emerging markets’ new generation of tech firms

Over the last decade, the role and prominence of technology companies in emerging markets has increased markedly. Emerging markets economies have proven themselves capable of producing truly world-leading tech firms. And as smartphone penetration has surged, the positive impact of technology on daily life in emerging markets has been very significant.

01 Jun 2021
Paying a fair corporate tax rate matters

When we come across a company proactively trying to minimise their tax payments, it is a red flag for us.

17 May 2021
Reasons to invest in Europe

Even investors who get excited about investing in European equities can understand why many people don’t. A great many savers think their investment options are limited to the average market return provided by an index-tracking fund. And the average returns of European index investments look very average, over almost any time period.

06 May 2021
Learning from success: CAMFED

Education is not freely available to everyone - and in many parts of the world girls are the first to be excluded from it. Girls are the first to drop out of school, and the first to be failed by the system, facing the perils of early marriage, early pregnancy, and abuse. Without the choice to write their own futures, their endless potential is wasted.

17 Feb 2021
Why do payable days matter?

‘Payable Days’ is the number of days a company takes to pay its suppliers. Investors often learn in ‘Finance 101’ courses that the longer a company takes to pay its suppliers the stronger its bargaining power is with them. Consequently, this is considered as key evidence of a strong franchise. We beg to differ.

15 Feb 2021
Diversity: An indicator of distinctive cultures

One of the key tenets of our investment philosophy has long been a focus on the cultures and people behind businesses. We believe that franchises that are successful over the long term are built on the backs of unique cultures that have the wherewithal to resist short-term pressure in favour of nurturing a sustainable business over decades, have the ability to think diversely about the opportunities ahead and the risks they might face, and the operational focus to deliver on their strategies year after year.

10 Feb 2021
Asia: Playing the Long Game

Time-horizons matter. In a world beset by an ever-expanding list of developmental, environmental and economic challenges, a long-term mind-set is crucial if companies are to not only survive, but contribute and benefit from the necessary changes required over the coming decades.

10 Feb 2021
Sustainable development in emerging markets

Why sustainable development and returns can be achieved in emerging markets.

21 Dec 2020
Company contributions to sustainable human development

Since our first sustainable development-focused strategy launched in 2005, human development has been a key focus area given our long history of investing in Asia Pacific and emerging markets.

08 Dec 2020
The Future of Food and Sustainable Agriculture

Agricultural techniques have changed dramatically over the last 50 years, particularly in more developed nations.

09 Nov 2020
Through the Looking Glass

In the sequel to Lewis Carroll’s ‘Alice in Wonderland’, Alice climbs ‘Through the Looking-Glass’ and finds another fantastical world, absent of reason and where everything is reversed. This crisis of logic is all too evident when in investing in Asia Pacific.

17 Sep 2020
How we select companies

We have often been asked how we narrow down a universe of 15,000 Asian and Emerging Markets companies to a portfolio of approximately 50. It’s a good question, particularly as now that we invest globally, giving us an investible universe of 65,000 companies, the challenge has become even starker.

11 Dec 2017