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Analysis

Steve Cain

30 March 2021 • By Steve Cain • 1 min read

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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Steve Cain

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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Steve Cain

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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Steve Cain

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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Steve Cain

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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Steve Cain

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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Steve Cain

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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Steve Cain

More imagination needed as the ‘new normal’ approaches

Sometimes in life, you find yourself “in between.” In-between seasons, in-between relationships, in-between jobs. One season is ending, and the ne...

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Steve Cain

Women’s progress disrupted, not derailed

The COVID crisis and the impact of the pandemic have not been “gender neutral”. The effects of this past year have been felt disproportionately...

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Steve Cain

Real assets strategy passes its COVID test

The emergence of investment strategies based on real assets as an alternative source of income to fixed income followed one crisis – the global fina...

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