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?

Citrus Bites, the latest financial news made bite size.

You can see more of our videos here.

To see last month’s click here.

Home valuation requests hit a record high at the start of the year

Was your new year’s resolution to move home in 2024? That seems to be the case for many homeowners in the UK, as there were a record number of...

Nurturing Future Financial Experts: Harry’s Work Experience at Citrus Financial

Last week, we had the pleasure of welcoming Harry, a Year 10 student from Tunbridge Wells Grammar School for Boys, to Citrus Financial for his work...

Your Retirement Strategy

How’s your retirement plan coming along? In order to secure financial stability and peace of mind when you stop working, whether you’re nearing...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER