ESG – Page 6 – Investment Innovation Institute

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

The Risk of Decarbonisation

Fighting a Stranded Asset Future

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.

Marleen Bikker-Bekkers, Head of Real Estate Europe, PATRIZIA

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.

Sam Grantham, Investment Director for Global Credit & Climate Transition at abrdn

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.

Tim Buckley, Director of Climate Energy Finance, Australasia

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.

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.

Nick Langley, Co-founder and Senior Portfolio Manager at ClearBridge

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.

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.

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.