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. Read More
NZ Super Positions Direct Investments For Growth Asset Owners, Infrastructure NZ Super is positioning its direct investment portfolio for future growth, as it expects to hit NZ$ 100 billion by the end of the decade. And wind farms are a key part of it, Florence Chong writes Read More
Finding the Next ESG Disaster ESG JANA Sustainability Advisory Council Member Renee Grogan talks to [i3] Insights about how to spot ESG trouble before it blows up Read More
The Art of Asset Allocation Asset Allocation & Strategy, Chief Investment Officers, Private Wealth, Women in Finance Strategic Asset allocation is at the heart of investment firm Sun Venture’s investment strategy, but before you set an SAA you need to understand the purpose, investment objectives and the drivers of the portfolio, Serene Tan says. Read More
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
Measuring Success in Retirement Retirement Retirement is quite a different kettle of fish than accumulation and it will take some time before it becomes clear which strategies are the right ones, a panel discussion at the recent JANA Annual Conference found. Read More
Inflation Will Not Fall Rapidly Economics Former RBA Governor Ian Macfarlane warns for rates to remain high for longer than the market seems to price in at the moment. Read More
EM Near End of Hiking Cycle Emerging Markets, Fixed Income & Credit Many emerging markets have not embraced the transitory inflation narrative and as a result find themselves at or near the end of their hiking cycles, leaving fixed income investors with plenty of opportunities, Capital Group 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
