Focal point

Our take on the latest investment themes

View [The transition from coal to renewable energy] MCATransitionAbstract

The transition from coal to renewable energy

by Will Baylis

In the Australian market, we see the transition from coal to renewable energy as well under way, and we are happy to help our clients be a part of this evolution towards a cleaner, lower carbon future.

4 July 2019
View [Pressure on plastic] PressureonPlasticFeaturenew

Pressure on plastic

by Mark Whitehead

How are companies incorporating the ‘circular economy’ into their business models to cut out waste?

1 July 2019
View [The "Greenification" of China] ChinaGreenificationAbstract1

The "Greenification" of China

by Daniel Fitzgerald

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

5 June 2019
View [The power of proxy voting] ESGProxyVotingAbstract

The power of proxy voting

by David Sheasby

Proxy voting season is currently in full swing in Europe, US and parts of Asia, with several key themes emerging

27 May 2019
View [Climate change - Identifying opportunity] IncomeClimateChangeAbstract

Climate change - Identifying opportunity

by Mark Whitehead

Within the next 30 years, global temperatures will be higher than human beings have ever experienced. Every investment decision now needs to account for the effects of climate-related change.

29 April 2019
View [Big in Japan] ESGBiginJapanAbstract2

Big in Japan

by David Sheasby

ESG is an increasingly prominent theme in the Japanese investment world, fund managers are acutely aware of the importance of their stewardship duties.

29 April 2019
View [Royal Commission Report puts governance in the spotlight] AusAsianBankingAbstract1

Royal Commission Report puts governance in the spotlight

by Matthew Davison

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and the governance failings aired during the hearings gives us plenty to learn for the future, and also long-term opportunities.

1 April 2019
View [What do the proposed franking changes really mean for Australian equity investing?] AusFrankingAbstract4

What do the proposed franking changes really mean for Australian equity investing?

by Will Baylis

An interesting theme that emerged during the recent Australian reporting season has been the growing impact of political uncertainty on corporate behaviour. In particular, the expected Federal election in May has driven companies to dramatically change their short-term capital-management strategies.

1 April 2019