<![CDATA[Everything Ethical]]>5df9b057-2873-590e-a43b-50363e36afffTue, 20 Jan 2026 14:09:17 +0000Captivate.fmKing & Shaxson Asset Managementhttps://artwork.captivate.fm/98bf2319-e653-4795-a0ca-058cb3683a4d/fCY7Ii-R_W5ammxjLKBA47-A.jpegEverything EthicalKing & Shaxson Asset ManagementKing & Shaxson Asset ManagementInvestors have the power to change the world for good. We know that as we have been supporting financial advisers and their clients for over twenty years. Using this unique history, our podcast will seek to provide up to date and thought-provoking discussions on the ever-growing positive investment market. We’ll be parting wisdom on financial markets, sustainability issues, ESG and Impact investing, with special guests throughout the series.https://everything-ethical.captivate.fmfalseepisodicnopodcastMacro Update and revival of Nuclear discussion (20 Jan 26)Macro Update and revival of Nuclear discussion (20 Jan 26)Half 1 Macro: one year after Donald Trump’s inauguration and almost three weeks into 2026 global markets have digested a year of change and are now processing data from the retail focussed holiday period. In both cases longer term investors are watching for the full effects on the global economy after a turbulent year. In addition, the recent shift in global dynamics created by fresh events in Iran and a step up in the sabre rattling over Greenland have raised tensions as oil and tariffs are back in focus.

Half 2: Revival of Nuclear: Nuclear energy has made headlines ever since it was first rolled out, with the first plant being operational in the 50s in the Soviet Union whilst the first full scale commercial plant in the west came slightly later in the UK. Whilst a revolutionary technology there have been obvious disasters such as Chernobyl and Fukushima and we know from our bespoke ethical questionnaire, the sector is like marmite for clients. We discuss why there has been a revival, some of the pros and cons and the advancement of Small Modular Reactors.

]]>Half 1 Macro: one year after Donald Trump’s inauguration and almost three weeks into 2026 global markets have digested a year of change and are now processing data from the retail focussed holiday period. In both cases longer term investors are watching for the full effects on the global economy after a turbulent year. In addition, the recent shift in global dynamics created by fresh events in Iran and a step up in the sabre rattling over Greenland have raised tensions as oil and tariffs are back in focus.

Half 2: Revival of Nuclear: Nuclear energy has made headlines ever since it was first rolled out, with the first plant being operational in the 50s in the Soviet Union whilst the first full scale commercial plant in the west came slightly later in the UK. Whilst a revolutionary technology there have been obvious disasters such as Chernobyl and Fukushima and we know from our bespoke ethical questionnaire, the sector is like marmite for clients. We discuss why there has been a revival, some of the pros and cons and the advancement of Small Modular Reactors.

]]>7f9f47ad-8bce-4a99-9793-f5c7c8b4011bTue, 20 Jan 2026 14:05:00 +000016:29falsefull1515Mid-month market update - August 2025Mid-month market update - August 2025August has been a busy month with geopolitics front and centre. Company reports continued to feed through and overall its been a positive period, with equities touching all time highs but weakness creeping in. Fiscal discipline remains a cause for concern and the UK will likely see further tax changes to plug the 'black hole'.

]]>August has been a busy month with geopolitics front and centre. Company reports continued to feed through and overall its been a positive period, with equities touching all time highs but weakness creeping in. Fiscal discipline remains a cause for concern and the UK will likely see further tax changes to plug the 'black hole'.

]]>666dadc3-62b8-461d-8992-1920f262a003Thu, 21 Aug 2025 10:26:00 +000010:56falsefull1414Q1 and recent market update: "Liberation Day"Q1 and recent market update: "Liberation Day"The quarter ended with market turmoil as “liberation day” approached, with markets continuing their fall into the new quarter. Market gains were wiped out for 2025, and the last twelve months in many cases. Ethical portfolios benefited from the under exposure to the Magnificent Seven shares (such as Alphabet, Amazon, Apple etc), in addition to no exposure to the recently hyped defence sector, which enabled a recovery in relative performance at least. We referred to the “Trump bump” as a knee jerk reaction in our last report and this proved to be the case. It began to turn in February and the DeepSeek news further crimped expectations for the overheated AI sector. Simultaneously, the consumer weakened in the US (first noted by the airline industry) leading to a rotation away from US equities.

]]>The quarter ended with market turmoil as “liberation day” approached, with markets continuing their fall into the new quarter. Market gains were wiped out for 2025, and the last twelve months in many cases. Ethical portfolios benefited from the under exposure to the Magnificent Seven shares (such as Alphabet, Amazon, Apple etc), in addition to no exposure to the recently hyped defence sector, which enabled a recovery in relative performance at least. We referred to the “Trump bump” as a knee jerk reaction in our last report and this proved to be the case. It began to turn in February and the DeepSeek news further crimped expectations for the overheated AI sector. Simultaneously, the consumer weakened in the US (first noted by the airline industry) leading to a rotation away from US equities.

]]>0061e414-26f3-4d6f-8247-cd4efc5778b0Tue, 15 Apr 2025 07:30:00 +000007:08falsefull1313Mid-month Update 12th March 2025Mid-month Update 12th March 2025There has been a lot of noise and volatility in the last few days. The word “Correction” is back, and like last September, it is focused on the renowned Magnificent7 or M7, (Alphabet, Amazon, Apple, Meta, Microsoft, NVidia, Tesla) and the Artificial Intelligence sector in particular.

With expectations of fiscal stimulus, US exceptionalism, i.e. the US was the only growth game in town, took hold in 2024. China and India were under pressure, and Europe was dead in the water. The gyrations we have seen in markets over the last few weeks reflect the fact that dynamics have now moved on.

]]>There has been a lot of noise and volatility in the last few days. The word “Correction” is back, and like last September, it is focused on the renowned Magnificent7 or M7, (Alphabet, Amazon, Apple, Meta, Microsoft, NVidia, Tesla) and the Artificial Intelligence sector in particular.

With expectations of fiscal stimulus, US exceptionalism, i.e. the US was the only growth game in town, took hold in 2024. China and India were under pressure, and Europe was dead in the water. The gyrations we have seen in markets over the last few weeks reflect the fact that dynamics have now moved on.

]]>57c953c0-7b6b-4a2e-8442-02b38ef04300Thu, 13 Mar 2025 08:47:00 +000009:26falsefull1212Everything Ethical February 2025: Market & Ethical News including monthly stock pickEverything Ethical February 2025: Market & Ethical News including monthly stock pickMarkets across the globe have been hanging on every word and action of US President Donald Trump since he took office at the end of January. Uncertainty creates volatility, and this is exactly what the President has created in his words and actions. The new administration’s stance towards Ukraine has certainly caused concern and taken many people by surprise. It has created some unity within Europe as they look to stand by Ukraine. There has already been a significant overhaul in attitudes towards spending substantial quantities on re-armament.

This months MPS stock pick is the Inter-American Development Bank (IDB) who support economic growth of LatinAmerican and Caribbean countries through financial and technical assistance.

Ethical news covers climate events, London's super sewer, cereal made using hydrogen, and waste to fuel. Our joint winner and loser is the rescued humpback whale found off the coast of Skye.

]]>Markets across the globe have been hanging on every word and action of US President Donald Trump since he took office at the end of January. Uncertainty creates volatility, and this is exactly what the President has created in his words and actions. The new administration’s stance towards Ukraine has certainly caused concern and taken many people by surprise. It has created some unity within Europe as they look to stand by Ukraine. There has already been a significant overhaul in attitudes towards spending substantial quantities on re-armament.

This months MPS stock pick is the Inter-American Development Bank (IDB) who support economic growth of LatinAmerican and Caribbean countries through financial and technical assistance.

Ethical news covers climate events, London's super sewer, cereal made using hydrogen, and waste to fuel. Our joint winner and loser is the rescued humpback whale found off the coast of Skye.

]]>434ef416-18dc-4f73-9d19-c277de82993eTue, 11 Mar 2025 07:37:00 +000009:07falsefull1111Everything Ethical January 2025: Market & Ethical News including monthly stock pickEverything Ethical January 2025: Market & Ethical News including monthly stock pickA narrow rally focused on Artificial Intelligence (AI) has been enough to sustain the equity bull market rally over the last couple of years. However, January saw a threat emerge in the introduction of Chinas DeepSeek’s AI model, in what has been widely described as the ‘Sputnik moment’ in the global AI race (referring to the space race of the 20th century). Despite the wobble created from the AI concerns, equity market returns were positive for the months, with equity returns showing signs of a broadening out as we started the year, although January does have a habit of wrong-footing investors. This months stock pick is Axian Telecom is a leading player in Africa’s digital transformation, tackling the issue of underserved consumers with insufficient digital coverage and accessibility.

]]>A narrow rally focused on Artificial Intelligence (AI) has been enough to sustain the equity bull market rally over the last couple of years. However, January saw a threat emerge in the introduction of Chinas DeepSeek’s AI model, in what has been widely described as the ‘Sputnik moment’ in the global AI race (referring to the space race of the 20th century). Despite the wobble created from the AI concerns, equity market returns were positive for the months, with equity returns showing signs of a broadening out as we started the year, although January does have a habit of wrong-footing investors. This months stock pick is Axian Telecom is a leading player in Africa’s digital transformation, tackling the issue of underserved consumers with insufficient digital coverage and accessibility.

]]>02445ffe-9f7a-476d-b38c-9995806e8b70Wed, 12 Feb 2025 11:13:00 +000010:11falsefull1010Everything Ethical September 24 - Markets and Ethical newsEverything Ethical September 24 - Markets and Ethical newsA Federal Reserve rate cut buoyed markets with a broadening out in equity market returns. Chinese policy makers responded to continued weak growth with a number of policy measures to boost their economy, which added some optimism to global growth.

This months stock pick is Haleon, the spin out of GSK with a a number of consumer health brands. This months ethical news covers renewables, no more UK coal, Europe's record rainfall and the national butterfly emergency. Meanwhile, winning this month is the one-horned rhinoceros located in Assam, India. Losing this month is ExxonMobil who are being sued by the state of California for decades of misleading consumers.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All information contained has been prepared by King & Shaxson Asset Management. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice.

]]>A Federal Reserve rate cut buoyed markets with a broadening out in equity market returns. Chinese policy makers responded to continued weak growth with a number of policy measures to boost their economy, which added some optimism to global growth.

This months stock pick is Haleon, the spin out of GSK with a a number of consumer health brands. This months ethical news covers renewables, no more UK coal, Europe's record rainfall and the national butterfly emergency. Meanwhile, winning this month is the one-horned rhinoceros located in Assam, India. Losing this month is ExxonMobil who are being sued by the state of California for decades of misleading consumers.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All information contained has been prepared by King & Shaxson Asset Management. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice.

]]>0e70341c-1a1a-47ae-81a0-f500e9b469c6Wed, 02 Oct 2024 09:02:00 +000009:58falsefull99Introducing our lower cost portfolios - Brighter World MPSIntroducing our lower cost portfolios - Brighter World MPSThis podcast will provide an overview of the core and satellite thematic allocation that makes up our newly launched Brighter World Model Portfolios. The portfolios, launched in December 2023, provide investors access to a core equity and bond allocation that provides some familiarity to traditional indices, albeit with a sufficiently robust screen in place. The additional satellite thematic allocation builds in a layer of diversification to target areas of interest to clients around sustainability without being overly exposed to one sector or theme.

We hope this will provide some background and insight into the thought process of this construction and how it differentiates from other sustainable low-cost portfolios in the marketplace.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All information contained in this podcast has been prepared by King & Shaxson Asset Management. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice.

]]>This podcast will provide an overview of the core and satellite thematic allocation that makes up our newly launched Brighter World Model Portfolios. The portfolios, launched in December 2023, provide investors access to a core equity and bond allocation that provides some familiarity to traditional indices, albeit with a sufficiently robust screen in place. The additional satellite thematic allocation builds in a layer of diversification to target areas of interest to clients around sustainability without being overly exposed to one sector or theme.

We hope this will provide some background and insight into the thought process of this construction and how it differentiates from other sustainable low-cost portfolios in the marketplace.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All information contained in this podcast has been prepared by King & Shaxson Asset Management. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice.

]]>c4cdb562-a361-49a8-882c-5f3953466fe4Wed, 02 Oct 2024 08:11:00 +000008:58falsefull88Everything Ethical August 24 - Markets and Ethical newsEverything Ethical August 24 - Markets and Ethical newsFor professional clients. The mounting doubt over the health and outlook of the US economy that had begun to build in July accelerated into the early part of August. Interest cut expectations are building whilst many other major economies (except Japan) go down the path of rate cuts. Small and mid-cap companies were weaker in August versus larger-cap peers, as following the bout of volatility in in the early stages of the month, volumes and returns down the cap scale were muted for the remainder of the month.

Our MPS Stock pick is Stantec a global leader in sustainable engineering, architecture and environmental consulting. Ethical news covers Vauxhall's competitive EV pricing, the US' first hydrogen train, warmer frozen food (?!), and woodland regeneration in Dartmoor.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice. Nothing in this document constitutes an offer to buy or sell securities of any type or should be construed as an offer or the solicitation of an offer to purchase or subscribe or sell any investment or to engage in any other transaction.

]]>For professional clients. The mounting doubt over the health and outlook of the US economy that had begun to build in July accelerated into the early part of August. Interest cut expectations are building whilst many other major economies (except Japan) go down the path of rate cuts. Small and mid-cap companies were weaker in August versus larger-cap peers, as following the bout of volatility in in the early stages of the month, volumes and returns down the cap scale were muted for the remainder of the month.

Our MPS Stock pick is Stantec a global leader in sustainable engineering, architecture and environmental consulting. Ethical news covers Vauxhall's competitive EV pricing, the US' first hydrogen train, warmer frozen food (?!), and woodland regeneration in Dartmoor.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice. Nothing in this document constitutes an offer to buy or sell securities of any type or should be construed as an offer or the solicitation of an offer to purchase or subscribe or sell any investment or to engage in any other transaction.

]]>1d4bfba0-6f24-4001-8274-67d33ba6fbfaMon, 09 Sep 2024 10:05:00 +000011:42falsefull77Everything Ethical July 2024 - market recap (inc. post month end comment), ethical news, & stock pickEverything Ethical July 2024 - market recap (inc. post month end comment), ethical news, & stock pickBig tech stocks were once more in the spotlight during the month of July, but for vastly different reasons as the unwinding of the big tech trade took hold. Alongside the growing scepticism towards technology investment in AI paying off anytime soon, markets have been moving amid mounting doubt over the health and outlook for the US economy. Meanwhile, politics continued to have an important role in market positioning.

Our stock pick this month is Hannon Armstrong Sustainable Infrastructure, whilst ethical news includes E.ON expanding district heating, beverage container recycling, record UK renewables and the roll out of meat alternatives.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All information contained in this document has been prepared by King & Shaxson Asset Management. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice. Nothing in this document constitutes an offer to buy or sell securities of any type or should be construed as an offer or the solicitation of an offer to purchase or subscribe or sell any investment or to engage in any other transaction.

]]>Big tech stocks were once more in the spotlight during the month of July, but for vastly different reasons as the unwinding of the big tech trade took hold. Alongside the growing scepticism towards technology investment in AI paying off anytime soon, markets have been moving amid mounting doubt over the health and outlook for the US economy. Meanwhile, politics continued to have an important role in market positioning.

Our stock pick this month is Hannon Armstrong Sustainable Infrastructure, whilst ethical news includes E.ON expanding district heating, beverage container recycling, record UK renewables and the roll out of meat alternatives.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All information contained in this document has been prepared by King & Shaxson Asset Management. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice. Nothing in this document constitutes an offer to buy or sell securities of any type or should be construed as an offer or the solicitation of an offer to purchase or subscribe or sell any investment or to engage in any other transaction.

]]>2e5f2136-1c62-48d2-a91d-76fcafee765bWed, 07 Aug 2024 16:57:00 +000015:48falsefull66Everything Ethical June 2024 - market recap, ethical news, & stock pickEverything Ethical June 2024 - market recap, ethical news, & stock pickFor professional clients only. Big Tech continued to climb higher, further raising questions over market breadth. In the second quarter, more sectors in the main US bourses were negative than were positive, whilst larger capitalised companies with strong balance sheets continue to outperform. Meanwhile, politics was front and centre in June, with elections in India and Europe, whilst the UK & US built up to theirs (the Labour party decisively winning the UK election in July).

This months stock selection is Klabin, a leader in the paper and pulp industry, specialising in the production of sustainable paper & packaging solutions. Our ethical news section covers a range of issues, from Lidl working with WWF to reduce food waste, to BP taking a more conservative approach to clean energy.

]]>For professional clients only. Big Tech continued to climb higher, further raising questions over market breadth. In the second quarter, more sectors in the main US bourses were negative than were positive, whilst larger capitalised companies with strong balance sheets continue to outperform. Meanwhile, politics was front and centre in June, with elections in India and Europe, whilst the UK & US built up to theirs (the Labour party decisively winning the UK election in July).

This months stock selection is Klabin, a leader in the paper and pulp industry, specialising in the production of sustainable paper & packaging solutions. Our ethical news section covers a range of issues, from Lidl working with WWF to reduce food waste, to BP taking a more conservative approach to clean energy.

]]>690f2bc6-f948-4b51-90db-7119eb7fe479Thu, 11 Jul 2024 15:29:00 +000009:22falsefull55February Recap - markets and everything ethicalFebruary Recap - markets and everything ethicalFor professional clients only. Equity markets bounced back in February. Whilst tech stocks advanced the rally was broader this time round. We heard from a number of underlying solar energy companies who shed some more positive light on the sector. Our ethical news covers a new vertical farm in Gloucestershire, evidence of climate change mounting, hydrogen progress in the Humber, free EV charging, and sustainable homes.

]]>For professional clients only. Equity markets bounced back in February. Whilst tech stocks advanced the rally was broader this time round. We heard from a number of underlying solar energy companies who shed some more positive light on the sector. Our ethical news covers a new vertical farm in Gloucestershire, evidence of climate change mounting, hydrogen progress in the Humber, free EV charging, and sustainable homes.

]]>d1e2a3ca-9acb-4475-a532-52d5e12b908bTue, 12 Mar 2024 16:18:00 +000012:02falsefull44Optimism beyond the short term noise & UK cash management updateOptimism beyond the short term noise & UK cash management updateFor professional clients only: halfway through the first quarter, we are more optimistic despite the likely to-and-fro on interest expectations in the months ahead. Data will be the key driver but its providing a mixed picture at present. Despite this, interest rate cuts are expected, although we still feel cash management will remain important moving forward.

]]>For professional clients only: halfway through the first quarter, we are more optimistic despite the likely to-and-fro on interest expectations in the months ahead. Data will be the key driver but its providing a mixed picture at present. Despite this, interest rate cuts are expected, although we still feel cash management will remain important moving forward.

]]>e8cdef20-b241-4046-97c5-21a6264d9a99Thu, 15 Feb 2024 13:59:00 +000014:27falsefull33Interest Rate Pivot, Inflation and Debt LevelsInterest Rate Pivot, Inflation and Debt LevelsFor professional clients only. With 2023 in the rear-view mirror, the last quarter gave us something positive to cheer as we moved into the new year. The long-awaited interest rate pivot finally materialised, and as expected, this led to a significant rally across all asset classes. With some interest rate stability, risks to inflation remain. Meanwhile, corporate and government debt will be in focus, particularly those countries with elections this year such as the UK.

The information contained in this podcast is for general information purposes only and should not be considered a personal recommendation or specific investment advice. Please remember the value of investments and the income arising from them may fall as well as rise and is not guaranteed.

]]>For professional clients only. With 2023 in the rear-view mirror, the last quarter gave us something positive to cheer as we moved into the new year. The long-awaited interest rate pivot finally materialised, and as expected, this led to a significant rally across all asset classes. With some interest rate stability, risks to inflation remain. Meanwhile, corporate and government debt will be in focus, particularly those countries with elections this year such as the UK.

The information contained in this podcast is for general information purposes only and should not be considered a personal recommendation or specific investment advice. Please remember the value of investments and the income arising from them may fall as well as rise and is not guaranteed.

]]>3018ac1a-2298-4964-89d4-e1e592cdfee9Tue, 16 Jan 2024 16:49:00 +000017:50falsefull22King & Shaxson Asset Management: Why Ethical?King & Shaxson Asset Management: Why Ethical?All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice. As King & Shaxson Asset Management celebrates their 20th year anniversary, Wayne, Harry and Craig look back at the the drivers for starting the ethical business in 2002 and touch on some more recent topical points such as ESG data and 'Greenwash'.

]]>All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice. As King & Shaxson Asset Management celebrates their 20th year anniversary, Wayne, Harry and Craig look back at the the drivers for starting the ethical business in 2002 and touch on some more recent topical points such as ESG data and 'Greenwash'.

]]>fb1767ad-b095-4455-9ee3-6ae6479088e8Mon, 17 Oct 2022 12:30:00 +000017:28falsefull11An Introduction to Everything EthicalAn Introduction to Everything EthicalFor those of you who don’t know, King and Shaxson Asset management are a discretionary fund manager focusing on positive environmental and social investing for financial advisers and their clients.

Having done this since 2002, under the leadership of Wayne Bishop, we wanted to take this thought leadership and make it easily accessible to our client base and beyond.

So now on top of our monthly everything ethical newsletter, which discusses markets and the world of ethical investing , we’re going to bring a number of podcasts to you.

]]>For those of you who don’t know, King and Shaxson Asset management are a discretionary fund manager focusing on positive environmental and social investing for financial advisers and their clients.

Having done this since 2002, under the leadership of Wayne Bishop, we wanted to take this thought leadership and make it easily accessible to our client base and beyond.

So now on top of our monthly everything ethical newsletter, which discusses markets and the world of ethical investing , we’re going to bring a number of podcasts to you.

]]>2082cae5-2502-45da-80f2-08f7bee14937Thu, 25 Aug 2022 16:16:00 +000001:08falsefull