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Data dearth bites ESG investors

While ESG is on the radar of most Australian institutional investors, none of them believe it’s currently necessary to what they do. While that’s starting to change, a lack of hard data stands in the way. Currently, none of the

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Why you shouldn’t sweat China (much)

China’s ongoing regulatory crackdown has investors running scared. But China still wants to be a global player – and its most successful companies aren’t going anywhere. China’s recent regulatory efforts have sent a chill down the spine of even the

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YFYS short-termism can’t hurt ESG: Summerhayes

Geoff Summerhayes, former APRA executive, concedes that while the short-term nature of the Your Future Your Super (YFYS) test is a “challenge” for ESG investment, climate change is a mega-trend that demands more attention. One of the main frustrations around

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Both sides to blame in common ownership bungle

The inquiry into common ownership has given us that rarest of things: a moment of bipartisan stupidity. There are so many wonderful ways to waste taxpayer money. You can use it to pay for business-class flights to Canberra, or Craig

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Common ownership inquiry another big nothing

The new inquiry into common ownership wants to find evidence of collusion between super funds. But it appears to be the quintessential storm in a teacup. The standing committee on economics’ inquiry into the implications of common ownership and capital

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Trade winds blow for semiconductors

Semiconductors are ‘the new oil’. The big problem is getting them. “What we’re seeing is an explosion in the amount of data gathering and measurement and functionality across whole swathes of industries,” says Matthew Reynolds, Capital Group investment director for

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Custodians prove their worth on ESG

As investment managers turn their eyes to the reputational risks of ESG, the custodians that support them have a responsibility to do the same, according to BNP Paribas Securities Services. “Underneath the whole challenge of ESG, as our clients are

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Negative correlation threatens flip

The negative correlation between bond and equity returns is taken as scripture in financial markets. But Capital Fund Management (CFM) warns that the times may be changing.   The negative correlation between bond and equity returns is the (relatively) simple

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