Citrus Bites: April 2024 – Responsible Investment

Welcome to Citrus Bites, your monthly dose of financial insights from Citrus Financial. This month, Richard Harris provides his usual economic update and we’re joined by Gemma Woodward, Head of Responsible Investing at Quilter Cheviot, to discuss a topic increasingly important to investors: Responsible Investment (RI).

Economic Update

Richard dives into the key economic indicators, focusing on the question of when interest rates might fall. While inflation shows signs of receding, wage growth remains high, and developments in the middle east adds uncertainty. A Bank of England rate cut in June seems less likely. Richard also answers a viewer’s question on how much rising interest rates contribute to inflation.

Responsible Investment with Gemma Woodward

Gemma Woodward sheds light on RI, a concept many investors are interested in. She explains how her team incorporates Environmental, Social, and Governance (ESG) factors into investment decisions and dispels the myth that ethical investing compromises returns.

Key Takeaways from Gemma

  • What RI is and why it’s becoming increasingly important for investors.
  • How RI factors like environmental, social, and governance (ESG) can be considered in investment decisions.
  • How to get started with RI and find out if it’s right for you.

Want to Learn More?

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