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ESG gets harder, but hardly impossible

Recent market moves won’t be the end of ESG, but it’s as good a time as any to remind investors that there’s more to it than exclusion. At a recent off-record briefing, one fund manager posed the rhetorical question to journalists of whether even investors’ ethics were only a function of falling interest rates. Certainly…

Lachlan Maddock | 20th Jul 2022 | More
Bull run no boon for innovation: BCG

The rivers of gold that have flowed over the last decade have not flowed to more innovative products, according to Boston Consulting Group. The last ten years have seen much ado about the dominance of passive products over active managements, with ETF inflows swelling to titanic proportions amidst a decade-long bull run where even the…

Lachlan Maddock | 1st Jun 2022 | More
YFYS sees a ‘bifurcation’ in property strategies

Your Future, Your Super (YFYS) is creating a two-speed system in unlisted property where the biggest funds are forced offshore and the smallest must play in their own backyard. That might soon change. It’s a testament to the idiosyncrasies of the YFYS performance test that super funds are still trying to figure out the best…

Lachlan Maddock | 27th May 2022 | More
  • ‘Not a colossal train wreck’, but bubble warnings abound

    As investors speculate on whether the bubble will pop or already has, there’s fewer and fewer safe havens to be found. But it’s worth remembering that it’s not necessarily the end of the world. Yes, the bubble is going to pop, has popped, or is popping. Investors are either about to feel the pain or…

    Lachlan Maddock | 3rd Feb 2022 | More
    Firetrail goes global – warts and all

    The green boom has seen rife speculation on so-called sustainable companies without so much as a dollar to their name. Firetrail’s new global equities operation wants to find the ones with a few warts on them instead. “It’s all about finding tomorrow’s leaders,” says Justin Gray, one of three portfolio manager for Firetrail’s new S3…

    Lachlan Maddock | 28th Jan 2022 | More
    Super takes lead on post-Covid M&A

    Cashed-up industry funds are expected to be leaders leader in post-pandemic M&A activity as investors begin to see the light at the end of the Covid-19 tunnel. While Fidelity anticipates that the Covid-19 pandemic has caused a structural shift in consumer and market behaviour, the increased certainty provided by reopening means that M&A activity will…

    Lachlan Maddock | 23rd Sep 2021 | More