 SETH WEINGRAM | THURSDAY, 2 APR 2026 Concentrated equity investing-allocating to discretionary strategies that hold a very small number of stocks-gained prominence more than a decade ago in response to performance pressures facing asset owners after the global financial crisis. While concentration ... Read more SETH WEINGRAM , RAM THIRUKKONDA | FRIDAY, 2 SEP 2022 Russia's invasion of Ukraine ranks as one of the most significant and complex geopolitical events since World War II. As the war began, many emerging markets (EM) investors naturally were preoccupied with its immediate impact on their portfolios. With ... Read more  MATTHEW PICONE , ANDY MONIZ , SETH WEINGRAM | FRIDAY, 22 APR 2022 Asset managers can help investors promote the fight against climate change by decarbonising their portfolios. They can use, specifically, a dynamic 'glidepath' for reducing portfolio carbon emissions exposure that is both aligned with net zero goals ... Read more  RAM THIRUKKONDA , SETH WEINGRAM | FRIDAY, 28 JAN 2022 Investment in China has become a divisive topic. Investors at one pole have championed a historic opportunity stemming from the country's rapid economic ascendance and enormous yet still developing financial markets. At the other pole, an increasingly ... Read more SETH WEINGRAM , MATTHEW PICONE , ANDY MONIZ | FRIDAY, 28 MAY 2021 ESG is one of the most important trends in contemporary investing, with ESG issues reported to affect investment risk and return, and asset owners demanding ESG strategies in diverse market and portfolio contexts. Yet ESG is a challenge to engage with ... Read more  RAM THIRUKKONDA , SETH WEINGRAM , THOMAS DOBLER | THURSDAY, 6 MAY 2021 Over the past four decades, the long-term sovereign bonds that typically dominate asset owners' fixed income allocations have delivered outstanding returns. Moreover, since 2000, they have also been exemplary risk-reducing assets. Nevertheless, as the ... Read more SETH WEINGRAM | FRIDAY, 24 JAN 2020 Value investing is implemented in myriad ways that generate materially different investment outcomes. Nevertheless, media and practitioner discussions routinely refer to 'value' as if it were a one-dimensional, singular phenomenon. Such treatments fail ... Read more ASHA MEHTA , MATTHEW PICONE , SETH WEINGRAM | THURSDAY, 10 OCT 2019 Over the past decade, investors have pursued a growing range of responsible investing objectives. Increasingly, investors recognise the alpha potential and risk mitigating properties of responsible investing. In addition, sustainability investors often ... Read more PAGE: 1 |
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Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
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As we look at the market today, one thing is clear: volatility and geopolitical noise loom large. But the biggest risk we see for real estate is not the ...
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The world is changing, and responsible investing is adapting. Sectors once automatically excluded are no longer off the table for investment.
Why the expanding investment universe changes how alpha is generated
The question for institutional investors is whether they are positioned for the market that is emerging or anchored to the one that is receding.
