Hamish Chamberlayne, Head of SRI, discusses how the unstoppable transition to clean technology highlights the unsustainable risks of fossil fuels for the environment, companies and investors.
Can health care recover from Medicare for all?
A proposal to expand Medicare and eliminate private insurance in the US pummelled healthcare stocks recently. Andy Acker, Portfolio Manager, and Rich Carney, Research Analyst on the Global Life Sciences Team, explain what it means for investors.
Low carbon investing – win/win?
Low carbon is an important feature of our investment approach: there is a clear moral imperative to transition to a low carbon economy – but does it also make investment sense?
Disruption, inflation and what they mean for fixed interest
Jay Sivapalan, Co-Head of Australian Fixed Interest, discusses the impact of disruption and inflation on the fixed interest asset class.
World As We See It
The World as We See It provides a high-level overview of developments in the global economy and financial markets that helps inform our view of the investment landscape.
Test Schedule Article
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