Newsletter – October 2021

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.

It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

This issue explains recency bias, a phenomenon whereby investors let short-term performance influence their decisions, and ways to counter this, instead seeing the silver lining in market volatility.

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.