In partnership with Invesco, this investor roundtable will examine the new investment regime and discuss how sovereign and public funds can build inflation resilience, restructure asset allocation strategies, incorporate sustainability and explore innovative opportunities.

The Russia-Ukraine conflict, a spike in commodity prices and rising global inflation have raised fresh questions about the outlook for emerging market debt. Against this backdrop, it is no surprise that the asset class has been under pressure. But are we at a point of maximum pessimism, where much of the risk is priced in?

The emerging markets asset class is extremely varied. It includes democracies and dictatorships, economies reliant on manufacturing and those that export commodities, and – most importantly – some of the very best companies in the world alongside some of the very worst.

The weighted average carbon intensity in the Australian market is over 60% higher than the global market, so managing climate risk in Australian equities is critical for Australian superannuation investors. In partnership with Northern Trust Asset Management, we discuss how funds are decarbonising their Australian equities portfolios.

In this webinar co-hosted with abrdn, we will explore how funds are embarking on this decarbonising journey and share how some of these challenges can be met.