Companies are increasingly making low-carbon investments, not only to reduce emissions and costs, but also to take advantage of revenue opportunities. When you step back and look at what’s required to reach the targets already set, massive disruption and investment
One of the great unanswerable questions for investors over the past 10 years is why value investing, the tried-and-true performer since it was identified in the 1930s but probably used innately well before, has stayed out of whack for so
Big super funds appear to have taken at least one government change to their overall operations in their stride – the compulsion to hold a member annual meeting, with the first necessary before March next year. Some, such as AustralianSuper,
by David Chaplin Even a blind monkey-based manager could outperform the average active fund by simply flinging darts at the stock index chart, according to US academic, Burton Malkiel, 88. His claim, first aired in his classic ‘A Random Walk
The New Zealand Superannuation Fund (NZS) is overhauling its 10-year old responsible investment (RI) strategy to stay on track with global best practice, after recording a 60bps gain due to its old policy. In its ‘Climate Change Report’ published last
A sample of institutional asset owners and fund managers has confirmed their views on the increasing complexity around both asset allocation and the strategies they design. They also confirmed the increasing importance of technology but expressed annoyance at continuing room
Robert Shiller, Nobel laureate in economics, wrote about stories and images being created around new economic events. COVID-19 has thrown up a sequence of images from the past, pushing governments and central banks into unknown territory. This is the current
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 people think. The building blocks are already in place: a
It’s not only big super funds, such as Australian Super, which have taken a stick to Rio Tinto over the destruction of a 46,000-year-old Aboriginal heritage site at Juukan Gorge in Western Australia, forcing the departure of the chief executive,
Even before the fallout from COVID-19 hit home, hedge funds and other alternatives managers had been looking to diversify their offerings to cater to a shifting investment environment. This has had “strong implications” for their operating models as well as
Companies are increasingly making low-carbon investments, not only to reduce emissions and costs, but also to take advantage
One of the great unanswerable questions for investors over the past 10 years is why value investing, the
Big super funds appear to have taken at least one government change to their overall operations in their
by David Chaplin Even a blind monkey-based manager could outperform the average active fund by simply flinging darts
The New Zealand Superannuation Fund (NZS) is overhauling its 10-year old responsible investment (RI) strategy to stay on
A sample of institutional asset owners and fund managers has confirmed their views on the increasing complexity around
Robert Shiller, Nobel laureate in economics, wrote about stories and images being created around new economic events. COVID-19
While investing following strong and integrated ESG principles does not readily spring to mind when considering China there
It’s not only big super funds, such as Australian Super, which have taken a stick to Rio Tinto
Even before the fallout from COVID-19 hit home, hedge funds and other alternatives managers had been looking to
