While most investment managers have worked hard at incorporating ESG philosophies into their investment processes in recent years, under the overarching aim of sustainability, marrying the practicalities with the United Nations’ Sustainable Development Goals (SDGs) is not as simple as
Notwithstanding some macro concerns, particularly around inflation, two of GSFM’s Australian managers – both with long/short strategies – have painted a bright picture for 2021 and beyond for investors. Munro Partners and Tribeca Investment Partners, growth managers which delivered returns
The latest research note from BlackRock predicts another “choppy ride” for markets in the first half of 2021 with coronavirus responses and US politics continuing as major influences. But the risk of inflation is “underappreciated”. Noting the markets had moved
David Brown, an experienced investment manager and fund CIO, plans to move from Melbourne to the idyllic island of Rarotonga for his new role, COVID restrictions permitting. He started this month as CIO of the NZ$189 million (A$176 million) Cook
Legendary investor Jeremy Grantham has called bubble on the longest bull market in history. In a searing client newsletter, ‘Waiting for the Last Dance’, Grantham says current market conditions that feature “extreme overvaluation, explosive price increases, frenzied issuance, and hysterically
Just as when ESG under its various guises was in its infancy, so too impact investing has been struggling through a dilemma to do with classification and standards to help smooth the bumps in the sector’s growth path. The classification
Investors need to watch for a surge in poor governance practices by company boards and management under the veil of responding to the impact of COVID-19. The latest stewardship report of a major global manager, Dimensional Fund Advisors, warns of
COVID and politics dominated the specialist investment media this year, as they did with all media, but such topics are not necessarily the most widely read stories. Stories about people are more likely to inspire a reader to read. This
Aviva Investors last week (November 30) launched an Australian-domiciled global equities fund for institutional investors, targeting alpha from companies that are either providing solutions to climate change or transitioning their business models for a low-carbon economy. The strategy is based
Australia and New Zealand have scored the highest in the latest annual ESG ratings by GRESB, the leading data collector and assessment organisation for property and infrastructure. ‘Oceania’ was first, followed by Asia, then Europe, then the ‘Americas’. GRESB (Global
While most investment managers have worked hard at incorporating ESG philosophies into their investment processes in recent years,
Notwithstanding some macro concerns, particularly around inflation, two of GSFM’s Australian managers – both with long/short strategies –
The latest research note from BlackRock predicts another “choppy ride” for markets in the first half of 2021
David Brown, an experienced investment manager and fund CIO, plans to move from Melbourne to the idyllic island
Legendary investor Jeremy Grantham has called bubble on the longest bull market in history. In a searing client
Just as when ESG under its various guises was in its infancy, so too impact investing has been
Investors need to watch for a surge in poor governance practices by company boards and management under the
COVID and politics dominated the specialist investment media this year, as they did with all media, but such
Aviva Investors last week (November 30) launched an Australian-domiciled global equities fund for institutional investors, targeting alpha from
Australia and New Zealand have scored the highest in the latest annual ESG ratings by GRESB, the leading
