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Why fixed income is sustainability’s new frontier

While equities have been the first stop for institutional investors trying to decarbonise their portfolios and back the transition to renewables, fixed income is the next lever they want to pull.

Staff Writer | 17th May 2023 | More
A new investment order, but don’t throw the baby out with the bathwater

It’s too soon to call the death of traditional portfolio construction even as an apparent new investment paradigm makes it more challenged. Investors should instead stay ‘humble students of the market’.

Lachlan Maddock | 17th Feb 2023 | More
The ‘hard truth’ about emerging markets (and why it’s time to look past reopening)

The big headwind to the emerging markets is fading. But buying big stories about growth and shuffling money from one hot sector to another is no way to play them.

Lachlan Maddock | 10th Feb 2023 | More
  • ‘Profound changes that won’t happen overnight’: Funding climate transition of the real economy

    In the murky world of data – particularly murky with ESG and climate information – blending quantitative techniques and fundamental research is shedding new light for investors.

    Greg Bright | 28th Sep 2022 | More
    The power of dividends in emerging markets

    The conventional view of emerging markets is that they represent a growth strategy and are prone to short-term fluctuations. A focus on the majority of stocks which pay dividends challenges that view.

    Greg Bright | 2nd Jun 2022 | More
    Allspring set for Australasian assault

    Allspring Global Investments has launched an expansion into Australia and New Zealand led by new regional chief executive, Andy Sowerby. If history is a guide, the rollout of institutional funds management capabilities will be rapid. Sowerby, like Joe Sullivan, Allspring’s chairman and CEO, hails from Legg Mason, where he was the Melbourne-based regional head prior…

    Greg Bright | 17th Mar 2022 | More