Whitepapers

Climate change is changing the outlook for energy utilities

KIRSTY MACKAY-FISHER  |  FRIDAY, 17 SEP 2021
Australia's electricity sector is the nation's single largest source of greenhouse gas pollution, accounting for about a third of our total greenhouse gas emissions. Extreme weather events related to climate change such as prolonged drought, bushfires ...

The Importance of infrastructure in the transition to low carbon

URSULA TONKIN  |  FRIDAY, 17 SEP 2021
From an investment perspective, infrastructure assets have many appealing characteristics. They provide investors with a solid yield and capital returns, underpinned by defensive and stable cash flows, as well as inflation protection and downside protection ...

Countdown to 2050: the road to net zero

RACHEL ALEMBAKIS  |  THURSDAY, 19 AUG 2021
The year 2050 looms large in climate risk discussions. That's the year by which global economies, investors and companies have committed to taking action that would contain climate change to less than 2 degrees Celsius. For their part, super funds, fund ...

A burning issue: decarbonising the global steel industry

ANNA CHONG  |  THURSDAY, 5 AUG 2021
Steel is essential in today's world, and it will be just as essential tomorrow - much of the technology to create a zero-carbon future, from wind turbines to mass transportation, will use steel in its construction. Yet steel production itself is ...

Investing in health and disease prevention is the best cure

MASJA ZANDBERGEN  |  THURSDAY, 15 JUL 2021
COVID-19 might have put the spotlight on health, but our investment and active ownership teams have had a focus on health, healthcare and healthy food for some years already. We take the good aspects of it, such as the excellent investment opportunities ...

A little more conversation and a lot more action

PIERRE LENDERS  |  THURSDAY, 1 JUL 2021
There's a lot of talk about the importance of environmental, social and governance issues in investment decisions, but is there sufficient action? And if there is, what does that action look like, and can it deliver on performance as well as moral objectives? ...

Why the move to clean energy won't be enough

ALISTAIR MILLS  |  THURSDAY, 17 JUN 2021
Climate change: Opportunity in the face of catastrophe 2020 was planet Earth's hottest on record - a fact that many would be forgiven for missing in what can only be described as a tumultuous year. Outside of the COVID pandemic, global weather patterns ...

Why do payable days matter?

SASHI REDDY  |  THURSDAY, 27 MAY 2021
Payable Days' is the number of days a company takes to pay its suppliers. Investors often learn in 'Finance 101' courses that the longer a company takes to pay its suppliers the stronger its bargaining power is with them. Consequently, this is considered ...

We must approach public equities with an 'impact' mindset

KATHRYN MCDONALD  |  THURSDAY, 4 MAR 2021
When asked about 'impact', the first reaction of many investors is to point to private markets. We argue that, if we are indeed to achieve the massive social and environmental objectives that are needed, we must enlist the public markets, specifically ...

Science-based targets key to addressing the world's biggest challenges

LOUISE WATSON  |  TUESDAY, 29 DEC 2020
The global pandemic has offered few, if any, positive outcomes. It has precipitated a global recession the likes of which hasn't been seen since World War II, increased joblessness in the US alone by over 800%, and driven the first quarter global ...
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