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One in two advisers now embracing ESG

“Greenwashing” has once again been highlighted as the major challenge for the financial advice industry when it comes to embracing responsible and ethical investment options. This was among the major conclusions from Australian Ethical’s Investment Trends Report on ESG in the financial advice industry. Australian advisers are “embracing responsible investing as an opportunity to enhance…

Drew Meredith | 4th Jul 2022 | More
Aggressive Fed increases risk of policy error: Clearbridge

With the US Federal Reserve’s faster tightening than many had expected, it has increased the risk of recession and policy error, making a hard landing more likely than a soft landing. Clearbridge Investment Portfolio Manager Jeffrey Schulze analyses this phenomenon and whether other developments have emerged. Schulze says, “CPI inflation at 8.6% against the Federal…

Ishan Dan | 23rd Jun 2022 | More
  • A transformational alternative future for AGL

    Leading responsible investment manager, Australian Ethical, this week highlighted the unique challenges facing investors in a response to the events at AGL Energy (ASX:AGL) in recent weeks. While the group is clear that it has not invested in coal or oil companies in more than 30 years, the unique viewpoint of this fast-growing manager offers…

    Drew Meredith | 10th Jun 2022 | More
    EV, media and cyclical tech among Capital’s top tilts

    Investment director at Capital Group, Matt Reynolds, outlines four uncertainties that are influencing equities markets at the moment. The first is the supply-side-induced inflation; the second is the aggressive monetary tightening to combat it over time, the third is the longer-term effects of the China zero-Covid policy lockdowns; and finally, the eventual outcome of the…

    Ishan Dan | 9th Jun 2022 | More
  • ‘Hold your view lightly’: GQG on Russia, ESG

    Everybody wants certainty, but it’s the one thing in short supply in markets today. “In investing, the most important thing to recognize is that you’re probably wrong in anything which you believe,” Mark Barker, head of international at GQG Partners, told the Inside Network’s recent Equities and Growth Symposium. “Have a view, but hold your…

    Lachlan Maddock | 9th Jun 2022 | More
    “We are in a different world” where industry dynamics will drive returns

    “We spend the majority of our research time on understanding industries,” explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting to leading financial advisers at The Inside Network’s Equities Symposium in Perth last month. Investors have been faced with extremely challenging conditions amid a reversal of the 30-year interest rate tailwind, she said, and…

    Drew Meredith | 2nd Jun 2022 | More
    Global X surfs ETF wave into Australia

    As with everywhere else on the globe where they’ve been introduced, exchange-traded funds (ETFs) have grown like crazy in Australia. From the $48 million listing in August 2001 by State Street Global Advisors of three funds tracking the S&P/ASX 50 index, the S&P/ASX 200 index and the S&P/ASX 200 Listed Property Trust index, ETFs have…

    James Dunn | 2nd Jun 2022 | More
    Global funds drive capital flows in 2022

    It’s been two years since Covid-19 reared its ugly head, sweeping fear and panic across global markets and forcing central banks to release massive amounts of stimulus to safeguard against any further deterioration. We are only just starting to see some of the knock-on effects caused by the pandemic, such as inflation and supply-chain disruptions….

    Ishan Dan | 30th May 2022 | More
    ‘Anomalous’ short-term underperformance of EM set to reverse

    “Have we really thought about the investment implications of a world in which inflation is persistent?” That was the question posed by Dr Joseph Lai of Ox Capital. Speaking at The Inside Network’s Equities and Growth Symposium recently, Lai said the challenge was to identify and discuss unique opportunities for outperformance across growth assets globally….

    Drew Meredith | 30th May 2022 | More
  • Policy important, but consumer preference key to sustainable returns

    “We have seen a monumental shift in the way consumers act in recent years” explained Emilie O’Neill of Perennial Better Future when discussing the key factors set to drive returns in sustainability-focused businesses for decades to come. On a recently released podcast, the dedicated ESG unit within Perennial flagged policy changes, cost of capital, technology…

    Staff Writer | 26th May 2022 | More
    Pressure builds on greenwashing with SEC to tighten screws

    It appears that regulators around the world are getting more serious on ESG, with the US Securities Exchange Commission, similar to Australia’s ASIC, announcing a number of proposals targeted at the growing trend of ‘greenwashing’. The change of Federal Government and clear sentiment from the voting public that more action is required on climate change…

    Drew Meredith | 26th May 2022 | More
    Active management preferred for ESG allocations

    The events in Russia and Ukraine offered a real time insight into the challenges facing ESG, ethical and sustainable investors around the world. Whether you were a fiduciary investor like a pension fund, fund manager or individual investor, the binary nature of ESG scores and ratings made for some difficult conversations and investment decisions. The…

    Ishan Dan | 23rd May 2022 | More
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