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Analysis

19 September 2023 • By Liudmila Strakodonskaya and Bruno Bamberger • 1 min read

Why, and how, investors should integrate biodiversity into fixed income portfolios

One of the fundamental features of biodiversity is that it reaches into every part of our lives – and that means the impacts of biodiversity loss ar...

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How fund managers can help address the plastic problem

As the world grapples with the ever-growing plastic problem, fund managers are presented with a unique opportunity and responsibility to effect meanin...

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Farewell, governor Philip Lowe – Unpopular choices in tough times

Central bankers aren’t meant to be liked. These are the guys who are supposed to take away the punchbowl as the party hots up. Unfortunately, many w...

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The dangers of long COVID

Like most, the memories of COVID-19 seem like a dream. For most of society, lives have moved back to normal with a few exceptions such as the working ...

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Understanding ESG risks

We manage money for a wide range of investors, each with different perspectives and goals. While some focus purely on financial return, others have st...

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AI – Sizing the market opportunity?

The main workhorse of AI has been machine learning, a system that autonomously learns and improves from data, without being explicitly programmed. ...

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Why Australian investors will be looking to park their funds in unconventional property propositions in FY2024

Retail and office values are in the doldrums and that means the smart money will be chasing alternative assets that offer rolled gold risk-reward rati...

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Is ESG spend by companies good or bad? It depends

Both financial advisers and investors have told me that they don’t like to see companies spending money on ESG. Many see it as window dressing: fluf...

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Should Australian global equity investors hedge their foreign currency exposure?

Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery, new Chinese stimulus measures,...

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Real assets likely to outperform, caution over China and is AI the solution to our productivity problem?

Can AI solve the productivity problem across Western economies? The strength in the US market thus far in 2023 would indicate they believe yes. Whi...

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