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Analysis

Stephen Miller

09 February 2021 • By Steve Miller • 1 min read

Where do the bucks stop?

Reserve Bank governor Philip Lowe has come out with a clear message: that despite the economy doing better than the expectations of even a few months ...

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Stephen Miller

Keeping it real 

With every new trend comes the counterfeiters. Those that want to reap the benefits of the increased interest in sustainability but not do the actual ...

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Stephen Miller

Don’t be fooled by most ESG rankings – focus on materiality instead

The Wall Street Journal recently ran an article about how big technology stocks dominate ESG funds. Tech companies are not usually associated with big...

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Stephen Miller

Women have made it to the boardroom. Now it’s time to lead

The ASX 200 has hit a record for the proportion of women on boards. Nonetheless, being in the room is no longer enough. It is terrific to see that ...

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Stephen Miller

Growth in ESG investment an opportunity for advisers

Following a summer of catastrophic natural disasters, climate change and humankind’s impact on the environment have been pushed to the forefront. ...

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Stephen Miller

Gains still to be found in global equities

Equity markets delivered extraordinary returns in 2020, but the first quarter of 2021 will certainly test investors, given the return of uneven and co...

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Stephen Miller

Recovery offers opportunities in green initiatives and infrastructure

We believe 2021 will be a period of strong economic rebound. While the magnitude of the rebound is what could shape the bull-bear debate next year, he...

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Stephen Miller

Closing the gap between estimated and actual carbon emissions: A call for mandatory reporting

Investors have an important role to play in improving the environment and mitigating climate change. Noticeably milder winters and hotter summers thro...

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Stephen Miller

Can ESG investing boost performance?

Investing in line with environmental, social and governance (ESG) principles is rapidly becoming mainstream within funds management. Increasingly, inv...

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Stephen Miller

Private markets: The quest for diversification

Institutional investors have long thought of private markets as a way to boost returns. But the recent challenging economic conditions have further en...

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