Fossil fuels: Survival of the adaptors

We live in a world full of complex transitions – whether in climate, technology, global trade or demographics – that are reshaping the way that we live and manage our businesses; most recently, the arrival of the Covid-19 pandemic has added a global health crisis to the mix, which has shown how complexity often leads to fragility at the time of greatest need.

Damian Graham unpacks First State Super’s climate aspirations

Impact analysis for real assets and the building out of a new benchmarking framework for carbon emissions are two internal projects that will bring a deeper ESG focus to the soon-to-be rebranded fund’s investment team.

Mind the moat: UniSuper’s John Pearce on the current world order

Many of the major themes and trends that dominated financial markets before COVID-19 disrupted financial markets and economies still endure today, according to John Pearce, with ‘financial repression’ among the most notable. Although there have been some exceptions.

The new defensive: Is there life after bonds?

Investors are facing some deeper thinking about defensive asset classes, portfolio diversification and income generation in light of the diminished attributes bonds now hold in light of unique circumstances financial markets are throwing up. Experts discuss the evolving environment and consider relevant defensive strategies.