Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.33%
S&P
-1.01%
AUD
$0.69

Analysis

Share
Print

Two out of three on ESG

Two out of three on ESG
Share
Print

Melbourne: ESG (Environmental, Social and Governance) is one of the fastest growing trends in
investing globally.

It has become part of the funds management zeitgeist, aided, in part, by research pointing to better
performance by fund managers that favour companies with good ESG policies and practices.
The recent decision by the Trump administration to restrict the ability of US pension funds to invest
in companies espousing ESG principles has thrown a spotlight on the issue once again.

Read the full Media Release: here.

Share
Print

Reflexivity and the risk of market feedback loops

In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions

Mean reversion: powerful until the regime shifts

Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...

Finding value when momentum runs hot

As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...

Your brain on red: why the wealth management industry’s crisis playbook is making things worse

The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.