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Analysis

Active interest in thematic ETFs

04 October 2022 • By Brett Grant • 1 min read

Active interest in thematic ETFs

Market conditions have tested the appeal of thematic ETFs, but their ability to deliver diversification, megatrend exposure and outcomes for investors...

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Active interest in thematic ETFs

The very real risk of greenwashing

The term “greenwashing” was coined by environmentalist Jay Westerveld in 1986 when he claimed that the hotel industry was falsely promoting the re...

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Active interest in thematic ETFs

Getting real about inflation

A higher-than-anticipated August US consumer price index result showed that inflation in the world’s largest economy is stubbornly high and investor...

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Active interest in thematic ETFs

Tough times call for quality stocks, but finding them can be harder than it looks

The sell-off in equity markets has many investors naturally looking for a defensive strategy. One such option is to shift into quality companies that ...

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Active interest in thematic ETFs

Agriculture: A powerful inflation hedge

Australia is an important part of the global food supply chain. With the world’s fastest growing population — Asia, on our doorstep — rising glo...

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Active interest in thematic ETFs

Mind the splashback: Greenwashing and greywashing in sustainability-linked financing

With an ever-increasing stakeholder focus on environmental, social and governance (ESG) outcomes, the corporate world moving to align its objectives w...

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Active interest in thematic ETFs

Active investment management — the quiet achiever

An active approach to Australian shares continues to deliver across large, small and microcap market segments. Investors may direct their surplus i...

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Active interest in thematic ETFs

Dividend thinking

Equity investors in Australia are well versed in the virtues of dividends. Big payers from banks, retailers, and resources dominate ASX 200 weightings...

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Active interest in thematic ETFs

Inflation and the housing market

For the first time since 2010, we are now observing the impact of higher interest rate rises on the housing market. And while it is worth noting that ...

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Active interest in thematic ETFs

Global growth continues to slow as path to much lower inflation becomes visible

 Inflation in the US has peaked, global growth this year has slowed meaningfully, and potential growth weakness suggests a continuation of both of th...

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