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Analysis

The ESG debate is guilty of muddled thinking

31 May 2022 • By Saker Nusseibeh • 1 min read

The ESG debate is guilty of muddled thinking

In a 2017 paper, I argued that the understanding of investment theory then - which seemed to frame the financial world as being almost entirely separa...

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The ESG debate is guilty of muddled thinking

Raining vows of easing amid resolute COVID-19 controls

Daunted by sharply rising and not-so-transitory inflation, global central banks are in various stages of unwinding ultra-easy monetary policies, and m...

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The ESG debate is guilty of muddled thinking

Why reallocate from US large to small caps now?

Those investors who reallocated from U.S. large caps to small caps a year ago are likely regretting that move now.  Despite all of the optimism la...

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The ESG debate is guilty of muddled thinking

Cycling, investing and the importance of diversification

Like many others in the financial services industry, I’m a keen follower of cycling and with the Giro D’Italia finishing up, and the Tour de Franc...

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The ESG debate is guilty of muddled thinking

How can we work towards a greener Asia?

The next eight years are critical – the world needs to decarbonise rapidly and that can’t happen without Asia. Four of the world’s top 10 greenh...

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The ESG debate is guilty of muddled thinking

How asset classes could fare as rates rise and yield curves shift higher

When the Reserve Bank of Australia (RBA) lifted rates recently for the first time since 2010, many investors and analysts were not surprised by the mo...

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The ESG debate is guilty of muddled thinking

Winning by not losing

Investing in global equity markets have felt like playing a game of dodgeball over the last two years. Around every corner, investors have been faced ...

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The ESG debate is guilty of muddled thinking

Building a robust portfolio for tomorrow

The sharp falls we have seen in equity prices in recent weeks remind us how swiftly investor sentiment can change. While lower prices are beneficia...

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The ESG debate is guilty of muddled thinking

Diversity - Asking difficult questions

In March, we celebrated International Women’s Day and Women’s History Month, so as a team, we wanted to address the subject of diversity and how w...

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The ESG debate is guilty of muddled thinking

The tide continues to turn for the value-growth dynamic

The economic tide is turning, and Australia presents a particularly compelling opportunity to capitalise on this trend given the market’s strong val...

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