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Showing 41 - 50 of 143 results for "Horizon"

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 ...

Seeking financial, positive impact in SME investments: Beckon Capital

RACHEL ALEMBAKIS  |  THURSDAY, 21 JAN 2021  |  NEWS
... to take a 20% ownership stake. The average size of the business in the fund is $20 million and has an eight-year time horizon, similar to venture capital or private equity, Moffitt added. "The vast majority will be cashflow positive, and supplying dividends," ...

The conundrum of ESG in emerging markets

RACHEL ALEMBAKIS  |  MONDAY, 18 JAN 2021  |  NEWS
... and be willing to give them the benefit of the doubt in some cases. We like to hold our shares for a three to five year horizon. In our emerging market value products, we actually invest in undiscounted change. We aim to identify where fundamental changes ...

Super fund backs microgrid battery storage development

RACHEL ALEMBAKIS  |  THURSDAY, 10 DEC 2020  |  NEWS
... have much exposure, and this energy sector investment happened to be green." The investment has a five to ten year time horizon, in line with other private equity projects. "We are funding the construction of battery projects in New York and Texas, with ...

Companies expect increase in sales linked to sustainability: HSBC

RACHEL ALEMBAKIS  |  THURSDAY, 3 DEC 2020  |  NEWS
... energy sources in that particular space." As an example of that, Henderson cited Ampcontrol's work in partnership with Horizon Power to manufacture stand-alone power systems (SPS) for remote communities in Western Australia. The tailored off-grid ...

Integrating climate impacts in quant strategies: Acadian Asset Management

RACHEL ALEMBAKIS  |  FRIDAY, 27 NOV 2020  |  NEWS
With countries and countries setting targets for emissions reductions in line with the Paris Agreements, investors are already seeing impacts on valuations, according to Acadian Asset Management. Acadian is a global quantitative fund manager that integrates ...

ESG factors continue to outperform: Fidelity International

RACHEL ALEMBAKIS  |  THURSDAY, 5 NOV 2020  |  NEWS
Companies that have stronger performance on environmental, social and governance (ESG) metrics have continued to outperform their peers through 2020, according to Fidelity International. During the market crash in early 2020, Fidelity's research ...

PRI recgonises leaders for climate reporting

RACHEL ALEMBAKIS  |  THURSDAY, 8 OCT 2020  |  NEWS
Australian asset owners and fund manager were recognised for their leadership in climate reporting on the Principles for Responsible Investment Leaders' Group. PRI recognised 36 asset owners and fund managers for their work on climate disclosure ...