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9 March 2025
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At a 2022 Outlook event, the influential BlackRock (largest fund manager in the world) CEO spoke about consumer behaviour and its impact on prices, the pandemic, ESG trends and likely equity returns for 2022.
With investors focusing on sustainability more than ever before, we look at the increasing role ESG is playing in private markets and provide some insights into how to factor sustainability into investment decisions.
The ability to adapt to change makes a company more likely to sustain today’s profitability. There are five value chains plus a focus on cashflow and asset growth that the 'transition winners' are adopting.
Efforts to become more sustainable will challenge many companies and perhaps even bankrupt some. Sustainability drives new opportunities but brings risks for others, and companies which cannot adapt will suffer.
Regardless of how an investor owns an asset, they need to know how a business is sustainable over the long term. By influencing the activities or behaviour of investee companies, returns can be enhanced.
For decades, 'sustainability' was not about making money or economic success, it was more about 'the right thing to do'. But we are at the limit of earth's resources, and change is no longer an option.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.
A Grattan Institute report suggests lifetime annuities as a solution to people not spending their super balances. The issue is whether underspending is the real problem or a sign of more fundamental failings in our retirement system.