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Showing 41 - 50 of 150 results for "Horizon"

APAC investors ahead of North America on climate action: PGIM

RACHEL ALEMBAKIS  |  THURSDAY, 6 MAY 2021  |  NEWS
... risks and opportunities lie, Klausner adds. "Clients are beginning to understand that while we have dark clouds on the horizon, there is a silver lining," he says. "They're recognising not just the most obvious risks around climate change, such as in ...

$150 million impact fund to target small companies for investment

RACHEL ALEMBAKIS  |  THURSDAY, 25 MAR 2021  |  NEWS
... environmental services business. The new Impact Growth Equity Fund will seek to invest in 30 to 50 businesses with an average horizon of eight years. Beckon Capital looks at businesses with enterprise value between $5 million and $50 million, and seeks ...

Global digitalisation impacting environmental, social factors

RACHEL ALEMBAKIS  |  TUESDAY, 23 MAR 2021  |  NEWS
... portfolio, Janus Henderson is seeking stocks with intrinsic value and strong cashflows over a three to five year time horizon, but underpriced based on the firm's assessment of its business operations, including its approach to ESG factors. "Everything ...

Wholesale managed funds continue strong performance

RACHEL ALEMBAKIS  |  THURSDAY, 11 MAR 2021  |  NEWS
... while the Australian equities equivalent - the MSCI ESG Leaders Index returned -0.1%. Looking to the three-year return horizon, and breaking strategies down by sector, the international equities large cap sector showed median return of 9.1%, while the ...

Investors lag in integrating climate risk: PGIM

RACHEL ALEMBAKIS  |  THURSDAY, 25 FEB 2021  |  NEWS
... investors." PGIM also notes that the evolution away from fossil fuels will play out "over a significantly longer time horizon", which means that the greenest firms within heavily emitting industries will outperform, and the role of active investment ...

Coca-Cola Amatil sets net zero carbon targets

RACHEL ALEMBAKIS  |  THURSDAY, 25 FEB 2021  |  NEWS
... technology changes and cost changes into the future. We're talking about a 20- year timeframe, and we're able to leverage that horizon. "In the short term, for example our 2025 renewable energy target for Australia. That will probably cost us because ...

ESG a total-portfolio subject: bfinance

RACHEL ALEMBAKIS  |  WEDNESDAY, 24 FEB 2021  |  NEWS
... "strongly agree") versus 70% (17%) expecting the same in bonds. These expectations become substantially firmer over a 20-year horizon. More than 90% of investors say that ESG criteria is important to them when selecting external asset managers (60% "strongly ...

Healthcare sector offers investment opportunity: American Century

RACHEL ALEMBAKIS  |  THURSDAY, 11 FEB 2021  |  NEWS
... one positive aspect that Li highlighted was the innovation of companies in the sector, which bodes well over the longer horizon. "Innovation in healthcare - look at how quickly companies were able to sequence the DNA of the virus, and how quickly they ...

Aviva Investors puts companies on notice over climate

RACHEL ALEMBAKIS  |  THURSDAY, 4 FEB 2021  |  NEWS
... how net zero commitments are being applied to capex plans. "Particularly within oil and gas and mining, the capex time horizon and lag before a project becomes fully operational can be 5 to 10 years, so if you're investing in old energy now, there are ...

Circular economy a key investment theme: American Century

RACHEL ALEMBAKIS  |  THURSDAY, 21 JAN 2021  |  NEWS
... tax-related incentives or procurement standards to stimulate demand for closed-loop innovations. A longer term investment horizon is needed to capture the alpha generation of that transition. "If you have a fund that's highly active with high turnover ...