Sustainability

Meeting the Paris-aligned guidelines can be problematic for Australia’s big investors, but it’s possible to deliver compliant investment strategies with modest tracking error budgets using a layered approach according to one investment group.

The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and distributes energy.

With economies around the world all seeking to decarbonise, business has a critical role to play in the race to meeting Net Zero commitments.

“We have seen a monumental shift in the way consumers act in recent years” explained Emilie O’Neill of Perennial Better Future

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 VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market.

With the pandemic in the rear-vision mirror and reporting season over, the crisis in Ukraine has become an ongoing market concern that is creating uncertainty in an already volatile environment. According to Schroders’ head of Australian equities, Martin Conlon, there is light at the end of the tunnel. He says the impact of the conflict…

As chief investment officer of Munro Partners, a global growth equity strategy that seeks to be THE global growth fund for Australian investors, Nick Griffin has been among the most successful at identifying and leveraging the most powerful economic and societal themes in recent decades. Whether it was the days explaining how a little-known online…

With climate change front and centre of every investor’s mind, most people think of renewable energy or clean energy production as being primarily solar panels or wind turbines. Often many of the more effective and efficient renewable energy production processes are left out, such as hydro-electricity. Nuclear power is almost always omitted from the “clean…

Sentient Investment Group, spun-out of Impact Investment Group this week, and backed by leading Australian responsible investment firm Australian Ethical, is making major investments in the fast-growing renewable and green energy sectors. Overseen by former NAB CEO Andrew Thorburn and run by Oliver Yates, the group manages a diversified renewable energy strategy and has recently…

China is far and away the world’s largest carbon dioxide emitter, accounting for close to 30% of global carbon emissions, according to the International Energy Agency (IEA) – double the 15% for the US and 9% for the European Union. Robeco’s Jie Lu has released a detailed research report which takes a thorough look at…

Melbourne-based global equity manager, Bell Asset Management, best known for its small and mid-cap equity strategies, has a launched a new ‘sustainable’ equity strategy. The Bell Global Sustainable Fund will add to the firm’s growing suite of products and offer another option for diversification, as a number of leading equity managers continue to underperform. With…