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Rest expands decarb mandate with Calvert

Calvert Research and Management has seen its decarbonization mandate with Rest expanded to the fund’s Australian equities portfolio The $68 billion Rest has expanded its enhanced responsible investment mandate with Calvert Research and Management (headed up globally by CEO John Streur, photo at top) to include a carbon reduction tilt that will cover its entire…

Lachlan Maddock | 1st Jul 2022 | More
Why emerging markets will ride a multi-decade tailwind

As the emerging markets grow more economically and financially liberal, managers are unlocking a “panoply” of opportunities outside the traditional darlings of the asset class. “We all probably wanted to be the first investor into East Germany when it opened up,” says Marshall Stocker, co-director of emerging markets at Morgan Stanley Investment Management. “We’re trying…

Lachlan Maddock | 20th May 2022 | More
Investment app rides consumer net-zero trend

Acacia Money, a fintech start-up which has embraced major consumer and market trends in financial services, this week takes its next big step through the launch of a ‘super solutions’ component of its offering. Armed with data from Chant West and aggregator Yodlee, the savings and wealth management platform launched in August will now incorporate…

Greg Bright | 16th Dec 2021 | More
  • Ashok Bhatia: fixed income strategies made for the times

    With records still being set by both equities and bond markets, investor uncertainty abounds. It would seem these times are made for both active management and experience. With bond markets, the possibility of higher inflation, especially in the US, prompts fears of rising interest rates and therefore falling prices, with investors looking further into the…

    Greg Bright | 28th May 2021 | More
    Rest’s combined mandate first for Eaton Vance

    Calvert Research and Management and Parametric, two of Eaton Vance’s managers, have combined in Australia for the first time to manage the equities component of Rest Super’s new sustainable growth investment option. Calvert is the US-based ESG specialist acquired by Eaton Vance in 2016. Parametric, an implementation specialist manager which is one of the global…

    Greg Bright | 30th Apr 2021 | More
    Why China excites economists, disappoints investors

    While all high-growth markets, such as many emerging markets, tend to disappoint equity market investors over long periods, China is a standout, according to Gerard Minack. The country is ‘the world’s best practice dilutor” of capital, he says. It’s the dilution of share capital, because of China’s allocation of capital through high levels of investment,…

    Greg Bright | 5th Feb 2021 | More
  • Williams to depart Parametric next month

    Raewyn Williams has resigned from Parametric Portfolio Australia and will leave the firm at the end of February, after seven years there. She is Australia’s best-known exponent of after-tax investing, who has been a prolific producer of global and Australian research on the topic. It is understood Williams, the managing director, research, who started her…

    Greg Bright | 20th Jan 2021 | More