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Insights: Equities

Sustainability Myths in Emerging Markets

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Stephen Gilmore, Chief Investment Officer of New Zealand Super

NZ Super Moves to Low Carbon Benchmarks

Asset Allocation & Strategy, Asset Owners, Equities, ESG

NZ Super has changed the benchmark for its equities allocation in the reference portfolio to a low carbon index

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Hamish Chamberlayne - Investment Innovation Institute

Sustainability Through Efficiency

Equities, ESG

Technological development will be a key ingredient in the energy transition to renewable sources, but it is not all about cutting edge innovations, Hamish Chamberlayne says.

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Scott Bennett, Head of Quantitative Investment Solutions, Australasia, Northern Trust Asset Management

Active Risk Levels Slashed

Equities, Factors, Quant & Systematic, Risk and Regulation

Super funds have slashed their active risk budgets in response to the YFYS performance test and the challenging market environment. This means funds have to be smarter about their remaining budget and avoid uncompensated risks, Northern Trust Asset Management says.

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Vidhur Rangaswamy, Portfolio Manager, Tanarra

Creating Value Through Engagement

Equities, ESG

Listed markets are facing some strong headwinds, but by applying proactive engagement with companies investors can realise significant returns over the long term, Tanarra’s Vidhur Rangaswamy says.

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Ganesh Suntharam, Chief Investment Officer, Redpoint IM

The Future of Listed Infrastructure

Equities, Private & Alternative Markets

The most commonly used listed infrastructure benchmarks can differ quite substantially from each other, particularly in sector allocation, but they all share one critical flaw: they reflect economies as they stand today and do not anticipate change. But the future of infrastructure is likely to look very different, Redpoint says.

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Daniel Graña, Portfolio Manager for Emerging Market Equity at Janus Henderson Investors,

The Importance of Top-down in EM

Emerging Markets, Equities

When investing in emerging markets, you can’t ignore the top-down, Janus Henderson’s Daniel Graña says. If you do, you might end up with some nasty surprises.

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Vidhur Rangaswamy, Portfolio Manager, Tanarra

The Respectful Activist

Equities, Private & Alternative Markets

Activism doesn’t have to be confrontational. Instead, acting as a trusted adviser to companies often achieves a more lasting re-rating of the share price, Tanarra’s Vidhur Rangaswamy says.

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Barry Dargan, Chief Executive Officer and Lead Portfolio Manager, Intermede Investment Partners

Lessons from a Burst Bubble

Equities, Financial Crisis

Japan might not have fully recovered yet from the asset bubble burst of the 1980s, but this event provided some valuable lessons, some of which shape the investment decisions of Intermede’s Barry Dargan to this day.

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MarketFox Investment Commentary – Investment Innovation Institute

Inflation, Equities and Kryptonite

Equities, MarketFox

In this MarketFox column, we’ll explore the effects of high inflation on equities, what this means for equity investors and investors holding a “balanced” portfolio.

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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