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Analysis

Dr Emma Berntman

14 September 2021 • By Dr Emma Berntman • 1 min read

Engaging with the animal health sector to prevent the next public health crisis

Beyond being a significant contributor to greenhouse gas emissions, land-use changes, deforestation and biodiversity loss, the animal agricultural sec...

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Dr Emma Berntman

Key considerations as sustainability-linked loans gather pace

While relatively new to the sustainable finance arena, sustainability-linked loans (SLLs) are increasingly garnering the attention of businesses seeki...

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Dr Emma Berntman

El Salvador’s ‘Bitcoin Day’ is here, now what?

If bitcoin is the answer, then what’s the question? It’s official: El Salvador has become the first country to adopt a cryptocurrency as legal ...

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Dr Emma Berntman

China – governance and regulatory risks to the fore

Chinese equities fell sharply in July. The MSCI China Index fell a whopping -14 per cent, led by the US-listed education companies that sank 75 per ...

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Dr Emma Berntman

Clean and green: Why small caps are drawing ESG-hungry investors

The positive outlook for small-cap earnings growth into 2022 is supportive of small-cap performance. But it is the ability of small-cap companies to a...

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Dr Emma Berntman

Corporate ‘greenwashing’ the latest target for climate change litigation

As an oil and gas giant recently became the first corporate to be hit with Australian proceedings for alleged climate-related “greenwashing”, one ...

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Dr Emma Berntman

Small-cap dynamics shift to earnings prospects

After enjoying a year of very strong returns in the global small-cap equity market, investors should prepare for a change in the market’s dynamics. ...

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Dr Emma Berntman

How ESG considerations are reshaping central bank mandates

Building back greener, fairer, and more sustainable is not just the goal of governments and companies – central banks have also begun to incorporate...

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Dr Emma Berntman

Value rotation in Asia has further to run

During the past 12 months, Asian markets have experienced a short and seemingly intense rotation to value, but more recently there has been a pause in...

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Dr Emma Berntman

Concentrating on dividends

The consensus yield for the year ahead based on Bloomberg consensus is 5.3 per cent including the value of franking credits, around 1 per cent lower...

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