environment

Hedge Funds

Murky sovereign bond valuations made clearer through ESG

Australian investors are looking to environmental, social and governance (ESG) screenings of sovereign bonds as a better means of understanding an asset class distorted by quantitative easing. Investors such as HOSTPLUS and Vicsuper have already gone on record to state their desire to either cut back on the asset class or to seek alternative indices, […]
Investment Strategy

Active managers flourish in near ideal conditions

Jana Advisers has seen three quarter of its recommended active equity managers outperform against their benchmarks over the past year. Steven Carew, head of research at the firm, says the success rate of 75-80 per cent is attributable to near ideal conditions for stock pickers. “The dispersion between and within markets is quite wide so […]
Hedge Funds

Brandweiner: value universal ownership

As the Australian superannuation industry and its large players grow, the industry should be rethinking its role in the system from a longer term perspective, said Richard Brandweiner, newly appointed director of investment services at First State Super. Speaking at last week’s ACSI conference in Melbourne in a session on ESG-themed investing, he said his opinion […]
Hedge Funds

We’re all stakeholders, says Hermes CEO

It’s not common to sit in an industry seminar and hear a chief executive utter the words, “Firstly, let me appeal to your hearts”, yet this was the central currency to Hermes CEO Saker Nusseibeh’s keynote at last week’s environmental, social and governance-themed ACSI conference. Addressing a diverse industry crowd, with several major fund CEOs […]