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Analysis

10 October 2023 • By Luke Donovan • 1 min read

How carbon can activate a sustainable portfolio

Carbon markets are an effective mechanism to incentivise low-carbon innovation and emissions reduction, yet there remain many myths about carbon as an...

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What happens to global share markets if interest rates stay higher for longer?

Sticky inflation may force central banks to keep interest rates elevated for an extended period after they stop hiking. Investors should consider how ...

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Customised investments open new path to US real estate

Superannuation funds have the firepower to opt for an investment structure which can optimise US property holdings. The ability of superannuation f...

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What is global listed essential infrastructure and how can it help hedge inflation?

According to McKinsey Global Institute research (2016), the world invests some US$2.5 trillion in infrastructure a year, in sectors such as transporta...

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How investors can get on board with sustainable travel and transport

International travel is returning to near pre-pandemic levels, highlighting the sustainability challenges for the sector. Policymakers are taking d...

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Why, and how, investors should integrate biodiversity into fixed income portfolios

One of the fundamental features of biodiversity is that it reaches into every part of our lives – and that means the impacts of biodiversity loss ar...

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How fund managers can help address the plastic problem

As the world grapples with the ever-growing plastic problem, fund managers are presented with a unique opportunity and responsibility to effect meanin...

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Farewell, governor Philip Lowe – Unpopular choices in tough times

Central bankers aren’t meant to be liked. These are the guys who are supposed to take away the punchbowl as the party hots up. Unfortunately, many w...

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The dangers of long COVID

Like most, the memories of COVID-19 seem like a dream. For most of society, lives have moved back to normal with a few exceptions such as the working ...

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Understanding ESG risks

We manage money for a wide range of investors, each with different perspectives and goals. While some focus purely on financial return, others have st...

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