ESG

Big tech dominance an issue for investors: Denise Hearn

The size, power and influence of the would's biggest tech giants is bad for competition and is an important consideration for investors, Denise Hearn has said.

Amanda WhiteAugust 10, 2020

CalPERS chair Henry Jones on mapping racism

The CalPERS chair features in a series of in depth interviews which consider drastic measures investors and society need to take to reset a system that is has led us into a crisis and is still fundamentally broken.

Amanda WhiteAugust 5, 2020

CIO profiles

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.

Matthew SmithJuly 29, 2020

CIO profiles

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.

Matthew SmithJuly 27, 2020

Equities

Rethinking China’s role in emerging market equity portfolios

There is no discernible performance differential between the average ‘local’ manager versus the average ‘global’ asset manager when in investing in China, says Robert Doyle of bfinance.

Laurence Parker-BrownJuly 14, 2020

Real Assets

Look to alternatives as COVID-19 threatens core real assets

COVID-19 is severely disrupting core, traditional real assets so investors need to increasingly turn to non-GDP exposed assets and alternatives, says Willis Towers Watson’s Dania Zinurova

Ben PowerJuly 6, 2020

Leadership

First State’s Deanne Stewart on conflicts and the role of transparency in ESG

Having just completed a merger with Vic Super to create one of Australia’s largest industry funds, First State Super CEO Deanne Stewart discusses conflicts of interest, the difficult job of balancing ESG practices with member interests and the challenges of scale.

Ben HurleyJuly 1, 2020

Editorial

Leadership and tough decisions at Juukan Gorge

There are many possible responses that a super fund could take to a situation like Juukan Gorge, but investment returns appear to have outweighed ESG issues yet again.

Colin TateJune 27, 2020

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