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Making an impact or ticking a box

“How well aligned are ESG managers and ESG investors?” The ongoing growth in environmental, social and governance (ESG) investing has been driven by investors who may share certain common characteristics, but who have different concerns

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Why invest in global listed infrastructure

Global listed infrastructure has become increasingly popular with investors who are looking to improve the resilience and diversification of their equity portfolio. This article examines investment case for infrastructure and also listed infrastructure specifically. Firstly,

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Outlook for the Australian economy

  https://vimeo.com/293475742 Investors might have noted some recent positives in the Australian economy. June quarter GDP growth of 3.4% was above potential and its fastest rate since 2012. We have also seen pretty good jobs

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Are the troubles in Turkey easing?

    https://vimeo.com/289814747 Investors may be eyeing off value in emerging markets after the recent sell-off triggered by concerns about the Turkish economy. Emerging market (EM) shares in local currency terms are down around 14%

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Investing in disruption: Part One

Disruption is a term that is used widely. But what does it really mean when it comes to investing? This is the first in a series of articles that explores what disruption really means, exploring

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