Rift at the Federal Reserve could lead to another policy pivot
Disagreement at the Federal Reserve over the future direction of policy might lead to interest rate rises before 2023. But would markets throw another ‘taper tantrum’?
Brinton Johns: Picking up speed in the shift to digital
Brinton Johns of NZS Capital considers how Covid has accelerated the shift to a digital economy and which companies will benefit from the changes.
New horizons for ecological investing
Jon Wallace looks at the next wave of innovation in sustainable and ecological investing coming in 2021, epitomised by the transition to a more circular economy.
Great companies can navigate economic ups and downs
At a time of economic uncertainty, sticking with industry-leading companies matters.
“Green swan” – decarbonisation
Climate-related financial risk is not widely recognised by investors. Plastic pollution, water scarcity, and wealth inequality all carry financial risks; carbon, however, is particularly important because of the magnitude of its impact on climate change, and the risks and opportunities for shareholders, the environment and society are inextricably linked.
Sustainable investing – capturing the opportunities
Environmental, social and governance (ESG) investments have had a long journey over the past 30 years. Once regarded as a niche strategy that sacrificed performance for principle, investors are fast recognising the client benefits offered by a sustainable investment approach that focuses on resilient profits and attractive business practices.
Financial inclusion – a long-term growth theme
Financial inclusion means that individuals and businesses have access to useful and affordable financial products and services that are delivered responsibly and sustainably – these include access to things many of us take for granted, such transactions, payments, savings, credit and insurance –.