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Showing 11 - 20 of 48 results for "UpSide"

Activist investor launches Santos campaign

RACHEL ALEMBAKIS  |  THURSDAY, 9 MAR 2023  |  NEWS
... injury rate was four times the industry average." Snowcap said that it believes "a reformed Santos can unlock 30%-50% of upside for shareholders, create a better Santos for all stakeholders, and substantially improve the company's alignment with ...

Experts consider mining the transition

RACHEL ALEMBAKIS  |  THURSDAY, 3 NOV 2022  |  NEWS
... "We can't have a situation where explorers are taking all the development risk and ultimately the buyers are taking the upside when these products come to market. I think that's a thematic to keep an eye on going forward. Certainly it's my expectation ...

ESG drivers rising up M&A strategy agenda: PwC

RACHEL ALEMBAKIS  |  THURSDAY, 17 MAR 2022  |  NEWS
... more sustainable, will customers be happy to pay more for that, which will improve my margin? "This feeds into valuing ESG upside on potential acquisitions, which feeds into the deal thesis ultimately, and this is where I see the genuine value of ESG ...

Identifying female leadership as driver of value: Vontobel

RACHEL ALEMBAKIS  |  THURSDAY, 10 MAR 2022  |  NEWS
... leadership for its Quality Growth Boutique, notes that there are significant risks when diversity is ignored both in terms of upside in missed potential and downside from the inefficient allocation of scarce resources. Therefore, Vontobel engages with ...

Predictions for robust investment in green transition, sustainability

RACHEL ALEMBAKIS  |  THURSDAY, 6 JAN 2022  |  NEWS
... start to spend more on infrastructure," said SEB head of research, climate and sustainable finance Thomas Thygesen. "We see upside to that estimate as companies faced with sky-high energy bills may see the possibility to offset that cost by engaging ...

NTAM launches new quantitative low carbon strategy

RACHEL ALEMBAKIS  |  WEDNESDAY, 14 JUL 2021  |  NEWS
... Strategy is NTAM's latest sustainable investment fund that is designed to provide "a reasonable exposure to potential market upside while seeking to mitigate downside risk." The QLV Low Carbon strategy aims to reduce a portfolio's carbon footprint, seeking ...

KiwiSaver exclusions not necessarily a performance drag: ISS

RACHEL ALEMBAKIS  |  THURSDAY, 10 JUN 2021  |  NEWS
... same exclusions to the FTSE Developed Index, the index with exclusions showed "minor difference in the performance on the upside." "Interestingly, the data here shows that the bulk of the underperformance is associated with screened fossil fuel companies," ...

Global digitalisation impacting environmental, social factors

RACHEL ALEMBAKIS  |  TUESDAY, 23 MAR 2021  |  NEWS
... monetary policy, and central banks committed to supporting higher growth, the conditions do exist for further equity market upside; however, we are becoming more sensitive to near-term valuations, and are therefore focused on maintaining discipline in ...

C-suite executives cite climate as top risk to growth: EY

RACHEL ALEMBAKIS  |  THURSDAY, 4 MAR 2021  |  NEWS
Australia's C-suite executives worry more about climate change as the top risk to growth, beating out COVID-19, according to EY. That puts Australian executives in a unique position over other global executives, which still view the pandemic as ...

Circular economy a key investment theme: American Century

RACHEL ALEMBAKIS  |  THURSDAY, 21 JAN 2021  |  NEWS
... the way we assess companies." With the transition to a circular global economy as a global trend, American Century sees upside potential in several areas, including water and waste management, sustainable agriculture, bioenergy and renewable biochemicals ...