Whitepapers

Hydrogen's role in the green economy

ANTOINE CHAMPENIER  |  THURSDAY, 19 NOV 2020
Hydrogen is the simplest and most abundant element in existence. People have imagined possible applications for hydrogen for a long time, but these ideas have often been full of promise yet short on delivery. So far, the element's uses have mostly been ...

Understanding Impact Investment

MATTHEW TOMINC  |  FRIDAY, 6 NOV 2020
Over the past two years, the domestic market for impact investing has tripled from A$5.7 billion to a staggering A$19.9 billion as investors increase their focus on the sector, and investment managers respond by developing new strategies. Once a niche ...

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

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.

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.