Much as the anatomy of the platypus is weird and its different body parts unbelievably incompatible, they were seamlessly stitched together! To achieve long-term objectives, the portfolio of the next decade may likewise resemble a hodgepodge of strategies loosely stitched together, defying the norms of the traditional asset class buckets of today.
Decarbonising Australian Equities
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.
Global Investment Strategy Forum 2022
In the long-term, tightening monetary policies, increasing geopolitical tensions, deglobalisation, inflation and climate change are some of the structural forces expected to impact the investment environment. What are the implications for investors’ portfolio of the future?