GLOBAL INVESTMENT INSIGHTS

Natalie is a Managing Director and a permanent member of the Investment Committee at Deerpath Capital. Her primary responsibilities include overseeing the underwriting component in Deerpath’s broader investment process.

Natalie asserts that inflationary pressures remain a persistent theme across most parts of the Western world and that central banks’ pursuit of contractionary monetary policy have constrained, but not yet slain the inflationary dragon.

Natalie also questions whether structurally higher interest rates are translating into a material slowdown in underlying economies. Although higher funding costs will ultimately adversely impact corporate profitability and household balance sheets, in the short term, higher reference rates continue to be a relative positive for the direct lending market, as loans issued are almost exclusively floating rate in nature, translating into higher returns to investors, albeit at a lag.

Natalie will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 2 May 2024 at the Grand Hyatt Melbourne, Victoria.

Register your interest in attending here or for more information email zlatan@globalii.com.au.

Jennifer is a Managing Director, Global Head of Sustainable Investment and ESG at Lazard Asset Management Limited (London) and oversees the firm’s Sustainable Investment and ESG integration strategy.

According to Jennifer, in the current environment there are a number of key developments unfolding that any climate committed investor ought to be thinking about: 

·      Global tensions and upcoming elections may impact how governments seek to implement climate and sustainability policies. This presents opportunities for active investors that can actively assess the impact these dynamics have on companies, and their supply chains. 

·      Higher stakes from physical risks, such as rising temperatures, increased heat, wild fire and flooding are not yet priced in but present material risks for both corporates and sovereigns.

 ·      ESG views are increasingly becoming polarised with divergent ESG expectations, regulation and standard between clients and regions. Asset owners must therefore fully understand the medium to long-term implications of their own net zero goals and the practical path towards implementation.

Jennifer will be presenting at Global Investment Institute’s upcoming Net Zero Investment Forum, taking place on Wednesday, 27 March 2024 at the Grand Hyatt Melbourne, Victoria.

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

Nico is a Sustainability Advocate at Newton Investment Management, responsible for promoting their sustainable investment proposition, with a particular focus on climate change.

 “Addressing greenhouse-gas emissions is an urgent and critical task. Investment is needed to accelerate the shift towards a ‘greener’ world to protect our economy, society and environment from climate change, and we need to do it at pace.

That means investors investing in the companies that are already part of the future energy and technology mix, as well as those that are part of the current mix but earnestly planning to be a part of the future one. It also means investing in the regions where the vast majority of future emissions will originate – emerging markets.”

Nico will be presenting at Global Investment Institute’s upcoming Net Zero Investment Forum, taking place on Wednesday, 27 March 2024 at the Grand Hyatt Melbourne, Victoria.

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

Amanda is a partner at Redwheel and leads the team responsible for the Redwheel Biodiversity and Clean Economy strategies. Her primary focus is the management of these two strategies, both of which are actively managed portfolios of listed equities, offering products and services that contribute to the protection of biodiversity and the transition to a cleaner future.

“The transition in natural capital and biodiversity protection will impact activities throughout our economic system and it will impact all portfolios. Sophisticated investors must first seek to understand their exposure to physical, transition, and reputational risk.”

Amanda will be presenting at Global Investment Institute’s upcoming Net Zero Investment Forum, taking place on Wednesday, 27 March 2024 at the Grand Hyatt Melbourne, Victoria.

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

Lucian is a Climate and Biodiversity Strategist at Robeco, where he is primarily responsible for overseeing Robeco’s work on decarbonising investment portfolios and integrating climate and nature-related risks and opportunities in the investment processes.

“Biodiversity for us is not a matter of protecting an exotic frog in South America or a rare orchid in Asia – important though that is. More than half of the world’s economic output valued at US$44 trillion is dependent on nature, while nature loss costs upwards of US$479 billion a year. Our own study showed that one-quarter of Robeco’s assets under management were dependent on at least one ecosystem service, while 29% of investments impacted biodiversity in some way. Protecting biodiversity is therefore not just ‘nice to have’ – it’s a matter of economic necessity.”

Lucian will be presenting at Global Investment Institute’s upcoming Net Zero Investment Forum, taking place on Wednesday, 27 March 2024 at the Grand Hyatt Melbourne, Victoria.

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