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… and why Nuveen wants ‘natural capital’

Nuveen will embrace “natural capital” as institutional demand for sustainable alternatives rises. But fighting climate change can be hard when climate change fights back. “The challenge we have to increase the production of food, fibre and timber over the next

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FSC sees petty politics in proxy fight

The Financial Services Council (FSC) fought to keep its submission on the proposed proxy advice reforms confidential for fear it would “play out in the media”. The FSC’s submission to Treasury on its proposed proxy advice reforms has been kept

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Different is better in systematic small caps

The small cap sector has traditionally been the domain of the underinformed and underprepared. But by taking a fundamentals-based systematic approach, Blue Orbit is hoping to change the game. “There’s a real clear gap and an opportunity for us to

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Why super mergers are like marriages

The first thing funds usually consider in a merger is cost to member – but that won’t necessarily be what leaves them better off. The trick is getting the alignment right. According to David Carruthers, senior consultant and head of

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The great crypto debate

Bitcoin’s volatility means that institutional investors have historically steered well clear. But the times are a-changing, and even skeptics believe the cryptocurrency will have its day. Cryptocurrency is clearly here to stay. While most investors watch its massive price swings

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Winners and losers in the new great game

China’s regulatory crackdown is just one piece of the puzzle when it comes to investing in Asia. The real game is geopolitics – and in that area, things are heating up. “I think Asia will probably look better as we

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Fund returns and the tyranny of expectations

The problem with high expectations is that you have to keep meeting them. And after a year where some funds returned 20 per cent, investors and super members are expecting more, more, more. Investors are relentlessly cheerful creatures. According to

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The great crypto debate

Bitcoin’s volatility means that institutional investors have historically steered well clear. But the times are a-changing, and even

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