The Risk of Decarbonisation ESG, Factors, Quant & Systematic Decarbonisation is a means towards a sustainable end, but not an end in itself. Investors would do well to place any decarbonisation strategy in a broader light to ensure they avoid unintended risks, Northern Trust Asset Management says. Read More
Fighting a Stranded Asset Future ESG, Infrastructure Port of Newcastle is looking to diversify its activities away from coal, but the port’s CEO, Craig Carmody, explains it faces some steep hurdles despite having room to grow. Read More
Creating Affordable Communities ESG, Real Estate, Women in Finance Creating affordable housing is not just about building low-cost homes, but also about creating a space where people want to live, PATRIZIA says. Read More
Decarbonisation Could Produce Unexpected Risks ESG, Fixed Income & Credit True decarbonisation is a complex process and involves many different drivers that can introduce unintended risks to the portfolio. Abrdn’s Sam Grantham gives a few insights into what can go wrong in a fixed income portfolio. Read More
China is Leading the Energy Transition Emerging Markets, ESG, Innovation China is the clear world leader when it comes to technology, production and installation of zero emissions sectors of the future like renewable energy and EVs, says Tim Buckley. Read More
Growth or Inflation? That’s The Question Economics, ESG, Fixed Income & Credit As central banks continue to raise rates, fixed income investors need to make a decision: do they prepare their portfolios for further growth or higher inflation? We speak with Allspring’s Henrietta Pacquement and Thomas Lyons about fixed income in the current environment, the energy transition and the geopolitical turmoil. Read More
Infra in Times of Inflation and Net Zero ESG, Infrastructure The energy transition will take longer than expected and add to long-term inflationary pressures, such as the deglobalisation of supply chains, ClearBridge’s Nick Langley says. But it will also propel growth in the infrastructure sector. Read More
Climate Risk, Elections and AGL ESG We speak with Bill Hartnett, the former Head of Responsible Investment for Local Government Super, about the fund’s early efforts to low emission portfolios, the current direction of stewardship and the stoush surrounding AGL. Read More
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. Read More
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