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Analysis

James Harwood

03 February 2021 • By James Harwood • 1 min read

Don’t be fooled by most ESG rankings – focus on materiality instead

The Wall Street Journal recently ran an article about how big technology stocks dominate ESG funds. Tech companies are not usually associated with big...

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James Harwood

Women have made it to the boardroom. Now it’s time to lead

The ASX 200 has hit a record for the proportion of women on boards. Nonetheless, being in the room is no longer enough. It is terrific to see that ...

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James Harwood

Growth in ESG investment an opportunity for advisers

Following a summer of catastrophic natural disasters, climate change and humankind’s impact on the environment have been pushed to the forefront. ...

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James Harwood

Gains still to be found in global equities

Equity markets delivered extraordinary returns in 2020, but the first quarter of 2021 will certainly test investors, given the return of uneven and co...

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James Harwood

Recovery offers opportunities in green initiatives and infrastructure

We believe 2021 will be a period of strong economic rebound. While the magnitude of the rebound is what could shape the bull-bear debate next year, he...

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James Harwood

Closing the gap between estimated and actual carbon emissions: A call for mandatory reporting

Investors have an important role to play in improving the environment and mitigating climate change. Noticeably milder winters and hotter summers thro...

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James Harwood

Can ESG investing boost performance?

Investing in line with environmental, social and governance (ESG) principles is rapidly becoming mainstream within funds management. Increasingly, inv...

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James Harwood

Private markets: The quest for diversification

Institutional investors have long thought of private markets as a way to boost returns. But the recent challenging economic conditions have further en...

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James Harwood

Video gaming and e-sports: A long-term secular growth opportunity

2020 was the year where long-term digital trends experienced a “Great Acceleration”. One of the most recognised long-term secular trends is the vi...

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James Harwood

Sustainable investing: The road ahead

Humanity is currently facing the social and economic effects of an unprecedented global pandemic, alongside increasing evidence of the impact of clima...

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