GLOBAL INVESTMENT INSIGHTS

The demand for financial products that earn high environmental, social and governance scores is exploding.

A key criterion for an ESG portfolio is its impact on the climate, but therein lies a huge challenge. The interplay between an investment strategy and the amount of CO2 emitted into the world’s atmosphere is notoriously difficult to pin down.

For example, polluting firms that might be excluded from an ESG investment portfolio can simply raise capital elsewhere. The portfolio may therefore be “clean” but the impact on climate change is a wash.

So how can investors help with clean energy transition?

Michael will be presenting Climate Vault’s practical solution to making net zero a reality in fixed income portfolios at Global Investment Institute’s upcoming Fixed Income & Defensive Assets Investment Forum, taking place on Thursday, 8 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

“Among the key developments in our asset class in the last decade has been the significant progression in the conversation around Responsible Investment (RI).

“The implications for investors of the very real and present challenge that global warming presents are that the global financial profession, along with the global community at large, have an important role to play in seeing the world transition to a less carbon intensive future.

“The task of integrating additional RI requirements into equity portfolios is complex, multi-faceted, and requires an extension to the traditional frameworks for constructing and blending portfolios.

Ganesh will be presenting on how to integrate responsible investment objectives into equity portfolios at Global Investment Institute’s upcoming Equities & Growth Assets Investment Forum, taking place on Wednesday, 7 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Scott Bennett, Head of Quantitative Investment Solutions, APAC, Northern Trust Asset Management

Scott is responsible for the development and support of the Nothern Trust’s quantitative solutions across both Australian and global equity markets.

Scott shares how he and his team are working with clients to help improve returns, reduce risk and integrate sustainability through a time of heightened inflation and uncertainty, and how investors can navigate their portfolios through this environment to achieve their desired return outcomes in the long-run, in this exclusive interview with Global Investment Institute (GII).

Scott will also be presenting on how to navigate equity portfolios through the current inflationary environment at GII’s upcoming Equities & Growth Assets Investment Forum, taking place on Wednesday, 7 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

“The current period of persistently high inflation in the developed world has presented many institutional investors with an environment not experienced in over 40 years. While certain traditional and alternative asset classes are often identified as inflation hedges, focusing on high-quality businesses can also provide inflation protection.

“While the term “quality” is common in the investment management industry, we would like to explain how we think about quality and how that may determine whether a company will remain high-quality regardless of the macroeconomic or political environment.”

Aylon will be presenting on how to navigate equity portfolios through the current inflationary environment at Global Investment Institute’s upcoming Equities & Growth Assets Investment Forum, taking place on Wednesday, 7 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

“There is an evolution toward specialisation occurring in the private credit market today – like that which occurred in the private equity market 15 years ago – where specialist managers have emerged to provide capital to areas of the market where competition is scarce and, in doing so, are creating compelling investment opportunities to yield-oriented investors.

Alternative yield strategies, born from the concept of uncorrelated return, delivered as expected through the stress test of the COVID crisis and are poised to generate attractive risk-adjusted yield going forward.”

Mark will be presenting on alternative yield strategies and why they are a compelling source of return and an important tool for risk management in the current, late-cycle environment at Global Investment Institute’s upcoming Fixed Income & Defensive Assets Investment Forum, taking place on Thursday, 8 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Meaghan will be presenting on the opportunity set across high yield and the pockets of value emerging in the current, uncertain environment at Global Investment Institute’s upcoming Fixed Income & Defensive Assets Investment Forum, taking place on Thursday, 8 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Rob Tucker, Managing Director & Portfolio Manager, Chester Asset Management

Only when we see signs of inflation peaking and unemployment rising will we see a change in language from central banks. The problem with both inflation and unemployment is that they are both lagging indicators.

Leading indicators (confidence, freight rates, new orders, inventory levels, hiring etc) are suggesting a far weaker outlook than lagging indicators.

Read on to find out why significant economic weakness will be seen as good news for equities in the July 2022 Quarterly Update from Rob Tucker, Managing Director, Chester AM. Access the full analysis at the link here.