Whitepapers
The 2020 US election: an infrastructure perspective
TIM HUMPHREYS  |  MONDAY, 19 OCT 2020
Both Republicans and Democrats recognise the need for and the stimulative benefit of infrastructure investment, particularly when fiscal spending is needed during recession. However, even before COVID-19, there was an urgent need for spending on American ...
The intersection of conduct culture and company value
SUSHEELA PERES DA COSTA  |  TUESDAY, 29 SEP 2020
Note: this article was first written in 2018 Overview The ethical conduct, trustworthiness and 'social licence to operate' of a company matter to the community and consumers, especially in a post-GFC world. But what about shareholders? They want ...
Three lessons when assessing ESG risks
JOSHUA KENDALL  |  FRIDAY, 25 SEP 2020
Wirecard, the German payments company, filed for insolvency on 25 June 2020 after the group revealed over-indebtedness and reported incidences of fraud. Having issued an investment grade bond in September 2019 at a yield of around 0.5%, in less than ...
Does it pay to worry about ESG factors in emerging markets?
ERNEST YEUNG  |  WEDNESDAY, 2 SEP 2020
Emerging markets (EMs) have made great progress in relation to environmental, social and governance (ESG) considerations in recent years, with many companies today displaying ESG standards in line with global best practices. Yet, there remains a general ...
The TCFD framework - What is it and how can it be applied to investment analysis?
AGNIESZKA COCHRANE  |  MONDAY, 31 AUG 2020
Understanding how climate change may affect the intrinsic value of a company is quickly evolving. Until recently, analysis focused on the impact of a company's operations on the environment. This has shifted to an assessment of a company's exposure ...
Identifying climate change risks in investment analysis
AGNIESZKA COCHRANE  |  MONDAY, 31 AUG 2020
Many investors continue to struggle to effectively assess and incorporate climate change impacts into their company analysis. This is not without good reason. Climate-related risks (and opportunities) all carry a large degree of uncertainty about them ...
Rethinking ethics and code of conduct training
ATTRACTA LAGAN  |  MONDAY, 31 AUG 2020
It seems everyone has experienced a code of conduct or business ethics training session that is unmemorable, generic and fails to resonate. The unintended consequence of such training is that it leaves employees jaded with management's intent, annoyed ...
Identifying potential risks of COVID-19 and modern slavery in supply chain
RACHEL ALEMBAKIS  |  MONDAY, 31 AUG 2020
There is increasing concern that the impacts of COVID-19 will exacerbate conditions causing modern slavery in supply chains, opening up investor and business risk as well as questions about compliance with Modern Slavery Act reporting. Earlier this week ...
ESG performance and cannabis
KELLIE JOHNSTON  |  MONDAY, 31 AUG 2020
The link between positive environmental, social and governance (ESG) performance and economic growth is not new. However, the heightened focus by market participants on value creation through sustainability is new and being driven in part by global trends ...
Why sustainability matters in real estate
CHRIS NUNN  |  MONDAY, 31 AUG 2020
As Australia's largest employer of 1.4 million people, and its biggest industry, representing 13% of Australian gross domestic product (Property Council of Australia), the real estate industry has a tremendous opportunity to lead the way on addressing ...
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