Hydrogen, Scope Four and the Energy Transition ESG, Private & Alternative Markets The energy transition is not all about established forms of renewable energy generation. Hydrogen might not be competitive yet, but it will play a key role in a low carbon economy, Mirova says. Read More
The Cost of Internalisation Asset Allocation & Strategy, Innovation, Women in Finance Morningstar has analysed the internalisation efforts of both AustralianSuper and Unisuper and found that there is no one-size fits all approach to bring assets in-house Read More
Ambition to Action ESG, Opinion, Women in Finance Australia needs a simple and practical strategy that sets targets and roadmaps for the development of our critical minerals industry as the world transition’s to a net zero economy, JANA’s Suzy Yoon writes Read More
Frontier Restructures Research Team Appointment Asset consultant Frontier Advisors has restructured its research team, with a greater responsibility for Paul Newfield, Director of Sector Research at Frontier Read More
Basic ChatGPT Strategy Vulnerable to Arbitrage Innovation The basic form of a ChatGPT-based investment strategy has likely already stopped working, the author of a recent study says, but he also indicates it might work better in more inefficient markets Read More
Investing In Scope 3 Emission Reduction Infrastructure, Women in Finance Reducing Scope 3 emissions is a great challenge for many investors, but there are a few ways to start addressing this issue today, IFM Investors says. Read More
Australia Can Be Critical Minerals Superpower Emerging Markets, Infrastructure, Private & Alternative Markets With the energy transition under way, Australia could become a critical minerals superpower if it stopped simply shipping raw materials out of the country and instead focused on value-added products manufactured with the use of renewable power, according to Tim Buckley Read More
Storing Future Profit in Timber Stumps Asset Owners, Infrastructure, Private & Alternative Markets, Women in Finance Historically, timberland has been a Cinderella asset of limited appeal, except to those who appreciated its commercial value. But today, forestry has become a keenly-sought after asset for pension funds as they scramble for investments that could satisfy their overall ESG commitments, Florence Chong writes Read More
Ivanhoe Cambridge Sells Down LOGOS Stake Asset Owners, Real Estate Ivanhoe Cambridge recently decided to sell down its stake in LOGOS Property Group. Florence Chong speaks with George Agethen about the initial motivation to buy the company and Ivanhoe’s plans going forward Read More