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Analysis

Rob Hamer

14 September 2021 • By Rob Hamer • 1 min read

Private credit funds and non-bank lenders – a good opportunity for income investors

In the current low interest rate environment, many investors are looking for alternative sources of income-producing investments without taking on too...

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Rob Hamer

Engaging with the animal health sector to prevent the next public health crisis

Beyond being a significant contributor to greenhouse gas emissions, land-use changes, deforestation and biodiversity loss, the animal agricultural sec...

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Rob Hamer

Key considerations as sustainability-linked loans gather pace

While relatively new to the sustainable finance arena, sustainability-linked loans (SLLs) are increasingly garnering the attention of businesses seeki...

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Rob Hamer

El Salvador’s ‘Bitcoin Day’ is here, now what?

If bitcoin is the answer, then what’s the question? It’s official: El Salvador has become the first country to adopt a cryptocurrency as legal ...

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Rob Hamer

China – governance and regulatory risks to the fore

Chinese equities fell sharply in July. The MSCI China Index fell a whopping -14 per cent, led by the US-listed education companies that sank 75 per ...

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Rob Hamer

Clean and green: Why small caps are drawing ESG-hungry investors

The positive outlook for small-cap earnings growth into 2022 is supportive of small-cap performance. But it is the ability of small-cap companies to a...

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Rob Hamer

Corporate ‘greenwashing’ the latest target for climate change litigation

As an oil and gas giant recently became the first corporate to be hit with Australian proceedings for alleged climate-related “greenwashing”, one ...

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Rob Hamer

Small-cap dynamics shift to earnings prospects

After enjoying a year of very strong returns in the global small-cap equity market, investors should prepare for a change in the market’s dynamics. ...

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Rob Hamer

How ESG considerations are reshaping central bank mandates

Building back greener, fairer, and more sustainable is not just the goal of governments and companies – central banks have also begun to incorporate...

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Rob Hamer

Value rotation in Asia has further to run

During the past 12 months, Asian markets have experienced a short and seemingly intense rotation to value, but more recently there has been a pause in...

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