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Brilliant Investment Thinking by Advisers for Advisers.
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Gold, equities and active management

Trillion-dollar French asset manager Amundi released their November Cross Asset Strategy report last week, with gold bullion and active management among their highest conviction calls. The group is renowned for...
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PineBridge sees opportunity in ESG

While investing following strong and integrated ESG principles does not readily spring to mind when considering China there is more action going on across the sustainability space there than many...
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ESG: ‘Do as I do, not as I say’

The concept of ESG has been a key driver of fund flows, but most importantly marketing strategies, in recent years. Nearly every fund manager worth their salt has a well-written...
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Is it truly sustainable?

"Sustainable" is a trendy word nowadays. It is thrown around in marketing campaigns like a decorative pillow, which looks good, but most of the time feels flat. Companies and brands...
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Water utilities – dull but dependable?

I want to discuss a water utility, which may sound as dull as dishwater - but we global real assets investors have never been averse to safe, predictable, and yes,...
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Governance: Raising the bar

Governance is the pillar of environmental, social and governance (ESG) principles that investors have been actively considering for the longest period of time. This is not surprising, as in some...
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If you can’t beat them, buy them

While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the 'dark side', at least partially, by adding more quantitative...
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Two out of three on ESG

Melbourne: ESG (Environmental, Social and Governance) is one of the fastest growing trends ininvesting globally. It has become part of the funds management zeitgeist, aided, in part, by research pointing...
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ESG ratings under scrutiny

In the wake of the pandemic, investors have continued to pile money into variously labelled ESG/sustainable funds. Are they doing what they say?

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Time for alternative investments to shine

Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative outlooks....
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Finding the value in waste

A new take on environmental, social and governance (ESG) investing has emerged with the launch of a fund tackling sustainable opportunities in the water and waste management sectors. Fidelity International...
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Proceed with caution in emerging markets

Investing in emerging markets is a bit like making a soufflé: it’s a courageous undertaking fraught with the risk of things not working out as hoped. EM economies may be buffeted by political strife, currency crises, and other upheavals, leaving investors a bit deflated.

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Taking ESG beyond impact investing

For fixed-income investors, understanding environmental, social and governance (ESG) factors – as they are financially material to performance – has proven to be critical in assessing an issuer’s fundamental quality.

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