Each month our investment team provide a macro outlook into global investment markets.
Watch, read and listen to topics that shape our world.
Our in-house experts share their thoughts and perspectives covering news, research and insights into the global economy.
How do we invest in the healthcare sector?
We look for healthcare investments that offer consistent and defensive growth. We focus on companies within the sector that offer innovative and cost-effective solutions. Rob Lapsley, Portfolio Manager at CCLA, explains how we invest in the healthcare sector.
Unthunking the ESG glunk
Has ESG investing truly grasped the urgent need to drive change on the issues we face? In this article we look at how investors have a key role to play in working with the investment industry to ‘unthunk this ESG glunk’ and get real about driving positive and lasting change.
Say on Climate
CCLA is clear on the imperative to act on climate change. It is critical for companies to act decisively in the next decade, to set out a transition plan to explain their decarbonisation plan and put such plans for AGM approval. We have written to FTSE all-share companies encouraging a transition plan vote, with overall positive responses. Transition plan votes have gained traction globally with a marked increase in resolutions in Europe and Australia year on year.
Why investment performance and Better World outcomes don’t have to be mutually exclusive
In a recent interview with Portfolio Adviser, Charlotte Ryland, Head of Investments and Amy Browne, Stewardship Lead at CCLA, share their views on the importance of stewardship that focuses on positive real-world outcomes for people and planet. They also discuss how this type of stewardship can be a key enabler of strong long-term performance in portfolios.