Volume 1, Issue 1

Corporate Strategy
Chris Nunn
CHRIS NUNN  |  MONDAY, 31 AUG 2020
As Australia's largest employer of 1.4 million people, and its biggest industry, representing 13% of Australian gross domestic product (Property Council of Australia), the real estate industry has a tremendous opportunity to lead the way on addressing ... Read more
Sashi Reddy
SASHI REDDY  |  THURSDAY, 27 MAY 2021
Payable Days' is the number of days a company takes to pay its suppliers. Investors often learn in 'Finance 101' courses that the longer a company takes to pay its suppliers the stronger its bargaining power is with them. Consequently, this is considered ... Read more
Social
Andrea Brewer
KELLIE JOHNSTON , ANDREA BREWER  |  MONDAY, 31 AUG 2020
The link between positive environmental, social and governance (ESG) performance and economic growth is not new. However, the heightened focus by market participants on value creation through sustainability is new and being driven in part by global ... Read more
Rachel Alembakis
RACHEL ALEMBAKIS  |  MONDAY, 31 AUG 2020
There is increasing concern that the impacts of COVID-19 will exacerbate conditions causing modern slavery in supply chains, opening up investor and business risk as well as questions about compliance with Modern Slavery Act reporting. Read more
Masja Zandbergen-Albers
MASJA ZANDBERGEN-ALBERS  |  THURSDAY, 15 JUL 2021
COVID-19 might have put the spotlight on health, but our investment and active ownership teams have had a focus on health, healthcare and healthy food for some years already. We take the good aspects of it, such as the excellent investment opportunities ... Read more
Governance
Attracta Lagan
ATTRACTA LAGAN  |  MONDAY, 31 AUG 2020
It seems everyone has experienced a code of conduct or business ethics training session that is unmemorable, generic and fails to resonate. The unintended consequence of such training is that it leaves employees jaded with management's intent, annoyed ... Read more
Agnieszka Cochrane
AGNIESZKA COCHRANE  |  MONDAY, 31 AUG 2020
Understanding how climate change may affect the intrinsic value of a company is quickly evolving. Until recently, analysis focused on the impact of a company's operations on the environment. This has shifted to an assessment of a company's exposure ... Read more
Susheela Peres da Costa
SUSHEELA PERES DA COSTA  |  TUESDAY, 29 SEP 2020
Note: this article was first written in 2018 Read more
Louise Watson
LOUISE WATSON  |  TUESDAY, 29 DEC 2020
The global pandemic has offered few, if any, positive outcomes. It has precipitated a global recession the likes of which hasn't been seen since World War II, increased joblessness in the US alone by over 800%, and driven the first quarter global ... Read more
Environmental
Agnieszka Cochrane
AGNIESZKA COCHRANE  |  MONDAY, 31 AUG 2020
Many investors continue to struggle to effectively assess and incorporate climate change impacts into their company analysis. This is not without good reason. Climate-related risks (and opportunities) all carry a large degree of uncertainty about them ... Read more
Antoine Champenier
ANTOINE CHAMPENIER  |  THURSDAY, 19 NOV 2020
Hydrogen is the simplest and most abundant element in existence. People have imagined possible applications for hydrogen for a long time, but these ideas have often been full of promise yet short on delivery. So far, the element's uses have mostly been ... Read more
Mark Lewis
MARK LEWIS  |  FRIDAY, 18 DEC 2020
Beyond the fuel-switch paradigm: The EU-ETS and the goal of net-zero emissions Read more
Alistair Mills
ALISTAIR MILLS  |  THURSDAY, 17 JUN 2021
Climate change: Opportunity in the face of catastrophe Read more
Investment
Ernest Yeung
ERNEST YEUNG  |  WEDNESDAY, 2 SEP 2020
Emerging markets (EMs) have made great progress in relation to environmental, social and governance (ESG) considerations in recent years, with many companies today displaying ESG standards in line with global best practices. Yet, there remains a general ... Read more
Joshua Kendall
JOSHUA KENDALL  |  FRIDAY, 25 SEP 2020
Wirecard, the German payments company, filed for insolvency on 25 June 2020 after the group revealed over-indebtedness and reported incidences of fraud. Read more
Tim Humphreys
TIM HUMPHREYS  |  MONDAY, 19 OCT 2020
Both Republicans and Democrats recognise the need for and the stimulative benefit of infrastructure investment, particularly when fiscal spending is needed during recession. However, even before COVID-19, there was an urgent need for spending on American ... Read more
Rachel Alembakis
RACHEL ALEMBAKIS  |  THURSDAY, 26 NOV 2020
As this most unusual year draws to a close, this roundtable presented a unique opportunity to gather a panel of experts from a diverse range of backgrounds - asset owners, asset managers, consultants and industry bodies - to discuss how sustainable ... Read more
Guillaume Mascotto
GUILLAUME MASCOTTO  |  TUESDAY, 29 DEC 2020
Recent regulatory developments suggest that environmental, social and governance (ESG) investing is neither a fad nor a subjective enterprise. Rather, it has become a critical part of day-to-day investment management. Global investor commitment to ESG ... Read more
Positive Impact
Matthew Tominc
MATTHEW TOMINC  |  FRIDAY, 6 NOV 2020
Over the past two years, the domestic market for impact investing has tripled from A$5.7 billion to a staggering A$19.9 billion as investors increase their focus on the sector, and investment managers respond by developing new strategies. Once a niche ... Read more
Kathryn Mcdonald
KATHRYN MCDONALD , HEIDI RIDLEY  |  THURSDAY, 4 MAR 2021
When asked about 'impact', the first reaction of many investors is to point to private markets. We argue that, if we are indeed to achieve the massive social and environmental objectives that are needed, we must enlist the public markets, specifically ... Read more