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Analysis

Claire Smith

13 April 2021 • By Claire Smith • 1 min read

The private equity alternative

In an environment of low-interest rates and elevated valuations, investors are looking for alternative ways to generate much-needed returns and to ade...

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Claire Smith

Inflation, rising rates and their impact on infrastructure

Following on from the COVID-19 pandemic in 2020, central banks and governments have aggressively stimulated their economies. The likely result of this...

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Claire Smith

Inflation? The question we should be asking ourselves is what will the policy response be?

In previous columns, I highlighted our outlook for 2021 was based predominantly around the “good recovery” scenario that sees economies reopening...

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Claire Smith

Echoes of debt crises past

While 2020 had many characteristics unique to those living through it, like all human experience, we can find many echoes from the past. In those echo...

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Claire Smith

The rise of responsible fixed-income investing 

2020 was a pivotal year for responsible investing, especially in fixed income. For more than three decades, Calvert has viewed responsible investin...

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Claire Smith

Housing affordability in Australia 

If there is one positive to take away from the past year, it is the importance of what we do together. 2020 revealed that the adverse impacts of a pan...

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Claire Smith

This time it’s different

Over the past few months there has been a sharp repricing of bonds, which some investors may have found unsettling. However we don’t believe there i...

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Claire Smith

The catastrophe and opportunity of climate change

Global warming is one of the defining challenges of the 21st century. Unaddressed, modelling demonstrates it will have a potentially catastrophic impa...

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Claire Smith

ESG integration now the norm – and rightfully so

Fifteen years ago, the sustainability community, including myself, would say: “One day, ESG will become mainstream”.  It’s been the subject ...

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Claire Smith

Positive sentiment: A powerful market force

In the story of Jack and the Beanstalk, Jack trades a cow for some magic beans. He has faith that the beans will deliver his fortune, and he is willin...

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