Articles by Raine Adams
Seeking a bridge for South Africa’s troubled waters
As South Africans breathe a sigh of relief that load shedding has tailed off, water risks have come to the fore. Multiple provinces are grappling with...
Glencore: The investment case for an ESG improver
In 2018, the US Department of Justice (DOJ) announced an investigation into Glencore for a violation of the US Foreign Corrupt Practices Act (FCPA), primaril...
Eskom: Are brighter days ahead?
What does 2024 have in store for loadshedding? Raine Adams investigates whether there is any light at the end of the dark tunnel.
Navigating valuations and values since 1973
ESG analysts Raine Adams and Nicole Hamman describe what responsible investing means to us, and demonstrate how we use a strategy of environmental, social an...
ESG commitments 2022-2025: Tracking our progress
While we often speak about the value of engaging with the companies we invest in on behalf of our clients in private, we also recognise the need for public...
Our approach to responsible investing
We are navigating an increasingly complex world in the wake of the pandemic and in the shadow of the Russia-Ukraine war. This brings to the forefront the...
ESG: The fundamentals vs the fads
The rise of environmental, social and governance (ESG) considerations in asset management has resulted in a proliferation of new product offerings,...
Our latest Stewardship and Business Sustainability Reports
Companies have positive and negative environmental, social and governance (ESG) impacts and forming a holistic view based on these is far more complicated, a...
Glencore: Investigating the decarbonisation opportunity
In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...
How to be a responsible investor
Responsible investing has become a front-page issue in the last year as companies, investors and asset managers have had to respond to a number of ethical an...