environment

Even before a hot war broke out in Europe, commodities of all kinds were facing supply and demand challenges in what is a “perfect storm” for global energy. This...

Renewable energy companies are the typical ‘go-to’ exposure for the multi-generational thematic of energy transition. However, some renewable energy investments can...

There's no longer room for scepticism: doubt, and you'll miss out. The trio of concerns at the heart of ESG investment now have the attention of world leaders, and...

As long-term investors, we understandably care about the quality of our investments now. But it is the future direction of these companies where we can realise the...

It’s become impossible to ignore extreme weather phenomena. In Australia, uncontrollable bushfires, storms and floods destroy people’s homes and possessions far too...

To be successful in the changing asset management environment, fund managers need to continuously reinvent themselves. In the past, they had to deal with...

ESG investing tends to work in the grey in the eyes of investors. It can be deceptive and invites all sorts of questions: Is it simply being used as a buzzword for...

“Monstrous valuations”, “Bubbles” and “rampant demand for the hot investment theme”: Monday’s reports in the AFR on valuations and ESG are overstated and reasonably...

This may come as a surprise, but guess which country was the first to legislate social responsibility for corporations? India! Indian companies are engaged in several...