Markets

The pressure of meeting a spaghetti-like network of reporting standards has forced company executives to de-prioritise cybersecurity in favour of meeting global greenhouse gas emission targets, according to Perennial.

Australian Ethical’s partner in the new fund, Infradebt, is an ubiquitous presence in Australia’s energy transition movement, having funded 40 renewable projects to date.

Historically, periodic outperformance by a cohort of stocks linked by sector or region – often with a catchy moniker – has been a mainstay. As has that group’s inability to maintain dominance over the long term.

Biodiversity is under rising threat around the world, with potentially disastrous economic and social consequences. Investing in programs that manage and protect these assets will be key to mitigating the associated risks.

A business may appear to be robust, but a savvy lender that is responsible for the capital of its investors needs to be constantly across the mountain of variables that can present themselves.

HMC Capital has demonstrated how effective its active engagement strategy is with the success of the Sigma/Chemist Warehouse merger. Now David Di Pilla and his team have their sights set firmly on the real estate sector.

In 2023 governments came to a general awareness that to achieve net-zero, robust and consistent ESG policy frameworks must be put in place. In 2024, we should see a continuation of that theme according to New-York based investment group Neuberger Berman.

The CIO of the $10 billion Australian Ethical wants to triple its funds under management by 2030. Getting on that growth trajectory could mean offshore partnerships or acquisitions to augment its in-house investment capabilities.

Investors may find themselves gravitating towards ‘value-light’ or indexed versions of a genuine value investment strategy, Pzena says, but both are likely to dilute the likelihood of generating significant long-term outperformance.

Each of these five fund managers focus on finding undervalued stocks that have significant potential for growth. And in Australia – on a performance level, over a 3 year term – they’re currently the best at what they do.

As central banks signal that global economies may have reached a tipping point and the inflation cycle may soon retreat, investment teams need to refocus on fundamentals. In 2024, experts say, innovation will be key.

Ethical investing is rightly associated with driving change for people and the planet, but because it’s about being highly convicted on long-term themes, it also a means to drive better portfolio performance according to Australian Ethical.