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Analysis

Shamik Dhar

30 March 2021 • By Shamik Dhar • 1 min read

Inflation? The question we should be asking ourselves is what will the policy response be?

In previous columns, I highlighted our outlook for 2021 was based predominantly around the “good recovery” scenario that sees economies reopening...

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Shamik Dhar

Echoes of debt crises past

While 2020 had many characteristics unique to those living through it, like all human experience, we can find many echoes from the past. In those echo...

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Shamik Dhar

The rise of responsible fixed-income investing 

2020 was a pivotal year for responsible investing, especially in fixed income. For more than three decades, Calvert has viewed responsible investin...

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Shamik Dhar

Housing affordability in Australia 

If there is one positive to take away from the past year, it is the importance of what we do together. 2020 revealed that the adverse impacts of a pan...

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Shamik Dhar

This time it’s different

Over the past few months there has been a sharp repricing of bonds, which some investors may have found unsettling. However we don’t believe there i...

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Shamik Dhar

The catastrophe and opportunity of climate change

Global warming is one of the defining challenges of the 21st century. Unaddressed, modelling demonstrates it will have a potentially catastrophic impa...

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Shamik Dhar

ESG integration now the norm – and rightfully so

Fifteen years ago, the sustainability community, including myself, would say: “One day, ESG will become mainstream”.  It’s been the subject ...

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Shamik Dhar

Positive sentiment: A powerful market force

In the story of Jack and the Beanstalk, Jack trades a cow for some magic beans. He has faith that the beans will deliver his fortune, and he is willin...

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Shamik Dhar

More imagination needed as the ‘new normal’ approaches

Sometimes in life, you find yourself “in between.” In-between seasons, in-between relationships, in-between jobs. One season is ending, and the ne...

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Shamik Dhar

Women’s progress disrupted, not derailed

The COVID crisis and the impact of the pandemic have not been “gender neutral”. The effects of this past year have been felt disproportionately...

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