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Analysis

Shehriyar Antia

22 June 2021 • By Shehriyar Antia • 1 min read

Governments want to reduce global carbon emissions – but which approach will work?

Global leaders were united in their view that carbon emissions need curbing but differed in their plans for how to achieve this. Can investment in new...

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Shehriyar Antia

Trends that will shape the remainder of 2021

As we move towards the halfway point of 2021, some key trends are emerging that will shape markets and economies for the remainder of the year and wel...

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Shehriyar Antia

Investing for a goal

Superannuation is one of the most important assets Australians will ever own. How each Australian is able to successfully invest a significant portion...

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Shehriyar Antia

Ageing narratives struggle to find a marginal buyer?

In the context of stock markets, reflexivity is the principle that a higher price for a given stock can improve its fundamentals, and then drive its ...

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Shehriyar Antia

ESG and investing in small caps

We were recently taken by surprise when during a conversation about the role of ESG in equity analysis one of those present dismissed it as “woke in...

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Shehriyar Antia

Internal anti-money laundering and counter-terrorism financing compliance is costing us millions – we need a sustainable alternative

With the Australian Transaction Reports and Analysis Centre (AUSTRAC) announcing three fresh investigations into leading Australian brands over potent...

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Shehriyar Antia

Disruptors arise to show true CSR in action

Corporate social responsibility (CSR) is a voluntary implementation of ethical principles applicable to business practice that have direct positive im...

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Shehriyar Antia

How the closed-end fund industry can assist government in developing long-term infrastructure – without blowing the budget

The recent 2021 federal budget highlighted the government’s objective of encouraging infrastructure development to constructively boost employment a...

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Shehriyar Antia

Good yield hunting: Handle fixed income alpha strategies with care

Fixed income investors are currently navigating a highly uncertain environment featuring two competing market narratives. The first of these is a caut...

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Shehriyar Antia

The great lockdown reinforces the case for agricultural exposure

Historical evidence suggests that the performance of select agricultural sector assets is uncorrelated with traditional markets and at times has shown...

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