Deeper Thought

Detailed insights from industry leader on the most pressing financial and investment issues. Our collection of the most important investment and economic papers being released around the world with a unique take on their relevance to the financial advisers of Australia. Covering everything from geopolitics, to alternative and traditional investments, this is the go-to place for challenging the conventional wisdom.

Articles

Is it time to seek ESG improvers?

The popularity of ESG strategies means the world may be running out of appropriately priced investment opportunities in the sector. In this paper, Amundi writes that it may be time to look for companies that are seeking to improve their business practices but aren’t yet ‘ESG leaders’.

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The cost of transition

Systematic investment group Parametric, offer a case study into the most important issue missed by institutional investors when they seek to change investment strategy; tax.

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Ready to boom

The penetration of e-commerce in China remains below 20%, but is the fastest growing and largest market of its kind in the world. This paper looks at those companies winning the battle for clicks across the Asian region.

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The power of engagement

Investing to improve lives  is the mantra of Martin Currie, one of the world leaders in ESG investing. This annual report reviews the year that was highlighting seismic  moves in society amidst the pandemic and flagging its extensive engagement on governance, meeting 178 companies.

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The path to recovery

According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being destroyed . So how do we recover? Through a combination of co-ordinated policy responses and China likely leading the way.

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Eaton Vance

Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies. According to the analysis, boards with more than four women outperformed those with less.

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Q2 Global Outlook

The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a strong US recovery, with the group favouring consumer names across Europe and the US.

More »

Is it time to seek ESG improvers?

The popularity of ESG strategies means the world may be running out of appropriately priced investment opportunities in the sector. In this paper, Amundi writes that it may be time to look for companies that are seeking to improve their business practices but aren’t yet ‘ESG leaders’.

More »

The cost of transition

Systematic investment group Parametric, offer a case study into the most important issue missed by institutional investors when they seek to change investment strategy; tax.

More »

Ready to boom

The penetration of e-commerce in China remains below 20%, but is the fastest growing and largest market of its kind in the world. This paper looks at those companies winning the battle for clicks across the Asian region.

More »

The power of engagement

Investing to improve lives  is the mantra of Martin Currie, one of the world leaders in ESG investing. This annual report reviews the year that was highlighting seismic  moves in society amidst the pandemic and flagging its extensive engagement on governance, meeting 178 companies.

More »

The path to recovery

According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being destroyed . So how do we recover? Through a combination of co-ordinated policy responses and China likely leading the way.

More »

Eaton Vance

Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies. According to the analysis, boards with more than four women outperformed those with less.

More »

Q2 Global Outlook

The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a strong US recovery, with the group favouring consumer names across Europe and the US.

More »

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