Castlefield In The News - Summer 2023

By Nathan Cameron

Castlefield Co-owners are frequently approached to feature within industry publications and provide comment to the press. Below is a summary of a few of the recent interviews, opinion pieces and press coverage we’ve featured in over the summer of 2023, with links to the original article.

Part of our role as the Thoughtful Investor ® involves raising awareness and speaking out about environmental, social and governance (ESG) issues that may be relevant to our clients. As a result, Castlefield Co-owners are frequently approached to feature within industry publications and provide comment to the press.

 

FT Adviser

In this piece for FT Adviser, Castlefield Founder John Eckersley discusses his move into the role of chairperson, along with his plans for strategic acquisitions and the firm's sustainable long-term growth aspirations.

https://www.ftadviser.com/investments/2023/07/04/castlefield-founder-eckersley-to-step-back-in-autumn/

Castlefield Founder John Eckersley and Investment partner Ita McMahon discuss active engagement and asking difficult questions in this sustainable investing feature for FT Adviser.

https://www.ftadviser.com/investments/2023/07/14/our-esg-focus-makes-us-the-awkward-squad-at-agms/?page=1

Castlefield fund manager David Elton shares his views with FT Adviser on the valuation disconnect between small and large-cap stocks.

https://www.ftadviser.com/investments/2023/07/10/uk-listings-slow-amid-headscratcher-market-valuations/

In this piece for FT Adviser, Founder John Eckersley discusses how Castlefield’s multi-asset fund is on track to meet the FCA’s new Sustainability Disclosure Requirements regulation label.

https://www.ftadviser.com/investments/2023/07/04/castlefield-multi-asset-fund-on-track-to-meet-fca-sdr-label/

 

Professional Adviser

Current inflation has pushed income and yields from annuities up. Castlefield Partner Matt Ralph discusses the increased appetite for annuities and how they can work alongside a robust plan for retirement in this Professional Adviser piece.

https://www.professionaladviser.com/feature/4120778/drawdown-vs-annuities-long-hot-annuities-market-last

 

Investment Week

David Elton, Castlefield fund manager, comments on the "bittersweet" private equity takeover of Gresham House and the attractiveness of UK smaller companies in this piece for Investment Week.

https://www.investmentweek.co.uk/news-analysis/4120379/gresham-house-acquisition-synonymous-unloved-uk-stock-market

 

Money Marketing

Castlefield's Olivia Bowen describes how the Covid pandemic created a cultural shift that “ramped up” adviser engagement towards environmental, social and governance (ESG) investing for Money Marketing.

https://www.moneymarketing.co.uk/news/covid-ramped-up-advisers-attitudes-towards-esg-investing/

 

Sustainable Investment

In this piece for Sustainable Investment, Ellie Walley explores what investee companies need to be doing around decarbonisation as we transition to a net-zero economy.

https://sustainable-investment.com/opinion/4119357/net-zero-investee-companies-doing

 

Professional Paraplanner

Fund manager David Elton and head of client engagement John Alexander recently discussed Castlefield's commitment to sustainability, its ethical ethos and the firm's sustainable funds with Rob Kingsbury for Professional Paraplanner.

https://professionalparaplanner.co.uk/profiles/sustainable-investing-company-profile-castlefield/

 

Written by Nathan Cameron