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‘Hold your view lightly’: GQG on Russia, ESG

Everybody wants certainty, but it’s the one thing in short supply in markets today.

Lachlan Maddock | 2nd Jun 2022 | More
Reject passive, return to active for pension funds

Active management will be increasingly important for defined contribution (DC) retirement savings schemes as value-for-fees, expected lower future returns and sustainable investment preferences come to the fore, according to a new MFS white paper.

David Chaplin | 6th May 2022 | More
‘We can’t blow up our own mandate’: caution needed on transition  

The recent surge in demand for fossil fuels doesn’t mean the green energy revolution is dead. But investors need to proceed with caution lest they lose their mandate to manage the transition. There are two schools of thought on what Russia’s invasion of Ukraine means for fossil fuel production and consumption. Either it will hasten…

Lachlan Maddock | 27th Apr 2022 | More
  • Institutional investors weather the great rethink

    A “dramatic and sobering” first quarter has seen institutions re-think everything from ESG to hedge funds as the job of investing becomes harder in a more dangerous world. Recent surveys of global institutions have unearthed an increasingly gloomy outlook from our biggest investors as they scrutinise the new inflation paradigm and a more multi-polar geopolitical…

    Lachlan Maddock | 13th Apr 2022 | More
    Why greenwashing stains (and won’t wash out)

    Regulators won’t be able to scrub out environmental, social and governance (ESG) ‘greenwashing’ in the investment industry, according to influential US finance academic, Aswath Damodaran. In a blistering attack on the ESG investing sector last month, Damodaran says greenwashing – or falsely marketing funds as sustainable (or the like) – is an indelible feature of…

    David Chaplin | 8th Apr 2022 | More
    Statewide seeds bespoke Apostle fund

    Apostle’s People and Planet fund was tailor-made for Statewide Super’s members – and has interesting implications for an industry trying to meet a new wave of demand for sustainable options.   Two years ago, many institutions were still outsourcing their socially responsible investing (SRI) to AMP Capital or Pendal. But the Boe Pahari controversy saw…

    Lachlan Maddock | 23rd Mar 2022 | More
  • ESG and the ‘clash of cultures’

    The cult of the benchmark is alive and well in global financial markets – and it’s probably doing more harm than good when it comes to ESG investing. ESG has leapt from the fringes of the financial services to widespread acceptance in just a handful of years. But markets tend to act as myopic, short-term…

    Lachlan Maddock | 17th Mar 2022 | More
    The ‘S’ stands for stability

    When it comes to geopolitics, investing isn’t as easy as “ESG”. With the prospect of sanctions leaving investors with stranded Russian assets on the balance sheet, several commentators have suggested this could all of have been avoided if those investors just took the “S” (social) and “G” (governance) in “ESG” more seriously. They believe that…

    Lachlan Maddock | 9th Mar 2022 | More
  • The world still needs more oil: Pzena

    Investors are focusing too heavily on the transition to renewables and aren’t seeing the catastrophic implications of a short fall in oil supply, according to Pzena Investment Management. In recent times, a number of institutional investors have made waves by announcing sweeping divestments from fossil fuels like oil and thermal coal. But investors are pricing…

    Lachlan Maddock | 18th Feb 2022 | More
    Rest hands ESG mandate to Calvert, Parametric

    The $60 billion industry fund has appointed Calvert and Parametric to implement sustainable screens across its real assets portfolio. Rest has awarded an enhanced ESG mandate to Parametric and Calvert to provider further diversification to its Sustainable Growth ethical investment option. The mandate will see Rest implement ethical and sustainable screens and tilts across its…

    Staff Writer | 12th Feb 2022 | More