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Analysis

Peter Rose

01 February 2022 • By Peter Rose • 1 min read

Accounting for ESG impacts: When will local property players start factoring this into the investment equation?

Heard the one about the start-up property fund that hired an environmental expert as its third employee, to ensure it had ESG requirements squared awa...

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Peter Rose

Tiger, tiger: What investors can expect in the Chinese New Year

With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals expl...

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Peter Rose

Outlook for 2022 – Sailing into the wind

Sailing into the wind is a sailing expression that refers to a sail boat’s ability to move, even if it is headed into the wind. To reach specific...

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Peter Rose

Companies moving the needle on sustainability reporting

As more companies commit to long-term targets for a net zero carbon future, the pressure is on how to report progress to shareholders and the wider bu...

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Peter Rose

Incorporating ESG considerations in multi-asset portfolios

The demand for ESG-based investments is surging and many asset managers now offer strategies that take into account a range of environmental, social a...

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Peter Rose

10 key insights from 2021

Although macroeconomic events may have dominated financial markets during the pandemic, earnings and fundamentals still matter. Easing supply bottl...

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Peter Rose

M&A activity continues to boost real estate sector

The outlook for global real estate investment trusts (REITs) is positive, in large part due to the vigorous merger and acquisition (M&A) market th...

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Peter Rose

The end of greenwash? Why transparency is the focus of sustainable investing in 2022

Alongside the tumultuous ride that is COVID, one notable development in financial markets has occurred. Ethical and responsible investing has become f...

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Peter Rose

Subsectors offer untapped opportunities in healthcare

The events of the past two years have seen significant growth in interest in healthcare as an investment opportunity. The search for suitable treat...

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Peter Rose

2022: The year of the consumer

The global economy is on track to grow above trend in 2022, as consumerism bounces back big. In many parts of the world, including Australia and th...

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