- Page 29 of 80 - Investment Innovation Institute [i3]

Transitory Does Not Mean Short-Lived

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

The Importance of Top-down in EM

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.

ESG integration outside of equities not always straightforward

Climate Change is a Social Issue Too

Asset Owners, ESG, Women in Finance

Climate change is not just the ‘E’ in ESG, it is part of a much broader social issue that goes to the core of Aware Super’s member objectives

No Reg Guidance on Covenant

Retirement, Risk and Regulation, Women in Finance

APRA has no plans to issue detailed regulatory guidance on the retirement covenant, but expects funds to monitor their income strategies over time and improve it where necessary.

15 Years of the Future Fund

Asset Allocation & Strategy, Asset Owners

This year the Future Fund celebrates its 15 year anniversary. We take a look at the early days of the fund and how this period shaped the portfolio as it stands today.

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.

Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]

Putin’s invasion of Ukraine is likely to have long term implications, not just on a geopolitical level, but also for markets. In this column, we examine how investors might be affected by the new war.