Whitepapers

Carbon capture - real deal or "Hail Mary pass" technology?

JANE BASEBY  |  FRIDAY, 4 MAR 2022
Carbon capture technology brings with it the possibility of negative emissions - the holy grail of climate science, or at least of global transition to net zero. It presents as a tool for the energy transition (or detractors argue, a stay of execution ...

Five reasons investors should adopt an active versus passive ESG approach

JOEL CONNELL  |  THURSDAY, 10 FEB 2022
The importance of integrating ESG related risks and opportunities into investment decisions has become undeniable. The ability for companies to generate superior shareholder returns is increasingly intertwined with ESG and sustainability factors.

Rethinking ESG in emerging markets

ARIF JOSHI  |  THURSDAY, 6 JAN 2022
A forward-looking ESG analysis framework combined with traditional economic and balance sheet analysis can provide investors with a comprehensive view of the creditworthiness of borrowers in emerging markets.

From the courtroom to the boardroom: climate change risks and remedies

LOUISE CAMENZULI, JULIA GREEN, SANDY MAK  |  THURSDAY, 16 DEC 2021
2021 will be seen as the year where international, environmental and market forces coalesced to bring climate change into sharp focus in Australian courtrooms and boardrooms.

Deep impact: the next step in sustainable investing

RACHEL ALEMBAKIS  |  THURSDAY, 18 NOV 2021
Impact investing has previously more been identified with private market strategies and investments in specific use of proceeds bonds like green bonds or social impact bonds, where the allocation of capital is directly tied to the activity of the use ...

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.

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.

A burning issue: decarbonising the global steel industry

ANNA CHONG, ANDY JONES  |  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 ...