Investment Strategy

ESG

No time to rest after climate risk test

The settlement of a recent case brought by a member of Rest Super Fund against the trustee is an important reminder of the importance for long term fiduciary investors to pay attention to climate and other ESG related risks to investments.

Jonathan SteffanoniDecember 7, 2020

Asset Classes

Sunsuper: Fixed income to look different, post pandemic

Traditional fixed income sleeves will take an entirely different shape in the post-pandemic era, with the allocation of negative bond yields and cash investments hard to justify in portfolios according to Sunsuper head of asset allocation Andrew Fisher.

Tahn SharpeDecember 2, 2020

CIO profiles

Future Fund’s Arndt: From CIO to CEO in the middle of a pandemic

When Covid-19 hit, Arndt was considering whether to apply for the CEO role vacated by David Neal. In the blink of an eye, none of that mattered. Since taking the job, he’s come to realise the market crisis was just the front end of a massive wave of change.

Tahn SharpeNovember 30, 2020

ESG

Green bonds: part of super industry’s decarbonising tool set

AustralianSuper's Andrew Gray said the fund has not ruled out using green bonds as a tool to reach its ambitious target of net-zero carbon emissions for its entire investment portfolio by 2050.

Jessica SierNovember 30, 2020

Asset Classes

Want disruptors? It’s all in the ‘grit’, ‘drive’ and ‘spike’

It's not uncommon for VC Antler to spend months working side by side with founders of startups before deciding to invest in them, according to CEO and founder, Magnus Grimeland.

Ben HurleyNovember 20, 2020

Investment Strategy

Excessive central bank intervention has made the economy more fragile

Central banks have become addicted to providing monetary stimulus at the first sign of trouble and are finding it hard to reverse that course, according to MFS Investment Management's Barnaby Wiener.

Ben HurleyNovember 20, 2020

ESG

Avoid the greenwashing bubble

Greenwashing is apparent when an organisation spends more time marketing themselves as environmentally sound, rather than actually minimising their environmental footprint, Regnan's Tim Crockford outlines.

Jessica SierNovember 20, 2020

ESG

Thinking practically about SDGs

SDGs can lead to a tick a box approach; investors need to focus on outputs and changing the behaviour in portfolio companies, a panel has heard.

Jessica SierNovember 20, 2020

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Investment Strategy

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