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Brilliant Investment Thinking by Advisers for Advisers.
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Sustainable investing: investors views following COP26

Sustainable investing: investors views following COP26
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Tackling climate change is high on everyone’s agenda, with awareness growing that time is running out to protect the planet.

With the UN bringing world leaders together at the 26th conference focussed on tackling global climate change, net zero emissions became part of the debate on action and a part of most news reports. But what impact, if any, did COP26 have on how investors think about their wealth and whether they are prepared to adapt their investment
approach to play their part?

Are returns, at any cost, still the main priority for end investors? How well do they understand the need to act and invest sustainably and are they willing to pay for returns beyond profit?

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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.