perspectives
Stay informed with the latest updates, expert commentary, and in-depth analysis from our team. Our Perspectives page brings you thought leadership on responsible investment, emerging trends, and the key issues shaping the financial landscape. Whether it’s ethical investment in a changing world, the impact of AI, or navigating global uncertainties, we provide perspectives that matter.
GLP-1 Drugs: A Double-Edged Sword in the Fight Against Obesity
Epworth’s latest research in the pharmaceutical sector explores the rise of GLP-1 drugs, such as Ozempic and Wegovy, as a promising tool for weight management.
These medications offer significant health benefits, including reduced obesity-related illnesses and improved well-being, aligning with our ethical investment focus on ‘Health & Wellbeing.’
However, concerns remain. High costs limit accessibility for lower-income communities, and the growing demand has led to shortages for diabetes patients. Additionally, the societal implications - ranging from dependency on medication to shifts in body image perceptions - warrant careful consideration.
Epworth Invests in Gold: "The Gold, the bad and the ugly"
Epworth has long avoided investing in gold due to its ethical challenges, including environmental damage from mining, high carbon emissions, and exploitative labor practices. Despite these concerns, gold remains a strong portfolio diversifier, particularly during financial and geopolitical instability, due to its low correlation with other assets.
Following extensive research, Epworth has approved an investment in gold reserves held by the UK’s Royal Mint (RM), which prioritizes sustainability. RM recycles gold waste from coin production, significantly reducing its carbon footprint, and has committed to net-zero targets. Epworth’s fund manager, Matthew Jones, visited RM to assess its practices firsthand, including its efforts to align suppliers with sustainable sourcing policies. Moving forward, Epworth will continue engaging with RM to push for broader improvements in the precious metals industry.
