Each month, Simon Gergel, Portfolio Manager of The Merchants Trust shares his topical thoughts on developments affecting the UK stock market.
In this latest interview, Simon throws a light on Environmental, Social and Governance (ESG) issues and what it all means for investors. He explains why sustainability and the ethical impact of investing rank high amongst the broad range of criteria that investors and fund managers consider these days.
Listen to Simon consider whether he believes investors can miss out if they take blanket views not to invest in certain stocks based on ESG screening. Along the way, Simon also shares his thoughts on a broad range of ESG topics:
- How engagement with companies on ESG is all part of delivering portfolio performance
- Why he’s not investing in the tobacco industry
- The potential impact of the digital economy on the gambling industry
- People power and the gender pay gap