Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

Why big super leads the pack on impact

The bias towards investing in domestic securities and the complexity of the local benchmarks mean the impact investing conversation is “very advanced” Down Under, according to global asset manager Ninety One.

Staff Writer | 13th Sep 2023 | More
Active Super hit in ASIC’s greenwashing crackdown

The $14 billion industry fund is in hot water over allegations its member money is exposed to companies that should have been screened out and that it held on to Russian stocks despite saying it had dumped them.

Lachlan Maddock | 11th Aug 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
  • The real value of an outrageous prediction

    Pandemics, invasions, and the return of inflation. If the last few years have shown investors anything, it’s that outrageous predictions can often be anything but.

    Lachlan Maddock | 9th Dec 2022 | More
    The new ESG war won’t last

    The war on ESG rages anew after a rollercoaster 2022, but its detractors won’t win the fight. And as ESG matures, the future of passive index-tracking strategies is shaky.

    Lachlan Maddock | 30th Nov 2022 | More
    Big super faces into a ‘piecemeal WWIII’

    Australia’s superannuation funds are now parking member money further and further away from their old backyard. But a more divisive world presents them with challenges they’ve not faced before. It’s perhaps unsurprising that the opening of ASFA’s 2022 conference was dominated by conversations usually reserved for the war room. The rapid divestment from Russia –…

    Lachlan Maddock | 27th Apr 2022 | More
  • Russia a ‘sideshow’ in main EM game

    Investors and their fund managers have dumped Russian holdings in recent weeks amid worsening horror at the invasion of Ukraine. But active managers could lessen the blow for investors through new opportunities on the other side of a Russian trade. For Ninety One’s emerging markets team, Russia is an “ugly sideshow” to the main investment…

    Greg Bright | 20th 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
    How new quants combine best of both worlds

    Quantitative investment management has undergone a massive lift in profile in recent years, largely due to the rise of ETFs and smart-beta strategies. But the ‘new quants’, as they are being called, are going much further than that. While hardly new to the space, Harindra (Harin) de Silva, a lead portfolio manager at Allspring Global…

    Greg Bright | 31st Mar 2022 | More