James Bruce, portfolio manager at Perpetual Ltd., talks about Australia’s mining and carbon taxes.
Investment Strategy
Myer Foundation ESG portfolio alignment 90pc complete
The Myer retail-turned-philanthropy family is actively choosing environmental, social and good governance investments to drive its performance, a process it began two years ago, Martyn Myer explains.
Investment Strategy
Dutch pension giant APG’s view on accelerated change
APG’s CIO Peter Branner explains how the pandemic has accelerated key trends already underway around digitisation, central bank policy and action to combat climate change. It all points to fierce competition for private assets .
Investment Strategy
Next level monetary policy to permeate everything in 2021: Bridgewater
Central Banks have move to a policy regime where fiscal stimulus is an even bigger lever with short-term interest rates in the US likely to will remain on hold at least through to 2023, Bridgewater's Rebecca Patterson has said.
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