This month we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.
Skip to PDF contentSimilar Posts
Newsletter – March 2023
Recent Bank Failures: Looking through the headlines to find perspective.
Newsletter – April 2024
This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.
Newsletter – November 2023
This issue covers our human nature of feeling twice as much pain from an investment loss as we do pleasure from a gain, and while it can be tempting to view our investments daily, the key to long-term investment success is being invested over the longer term.
Newsletter – March 2026
This month we explore why the Middle East matters for global markets. How geopolitical tensions in the region can disrupt supply chains, influence oil prices, inflation, and economic stability worldwide.
Newsletter – February 2026
This month our theme is outlining what the US-Iran conflict may mean for investments and investors.
Newsletter – September 2024
Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.
