As you sit back and relax, enjoying the fresh summer mornings and warm evenings, take a scroll through our top five analysis pieces for 2021.
1. Five forks in the road
In this forward-looking piece published in March, Raewyn William writes about the “five forks in the road” or strategic turns that were expected to have dramatic ramifications for the super industry in 2021.
Find out if any are still applicable today. Click here.
2. Investment professionals with ESG skills demanding salary premiums
“Sustainable investing has been accelerated by the COVID-19 pandemic, affirming a trend already underway, which is forcing asset managers to hire more skilled professionals, pushing up salaries and creating a shortage of specialist talent,” Lisa Carroll wrote in January 2021.
Revisit the blog here.
3. How COVID-19 busted a longstanding funds management myth
Lachlan Hughes put pen to paper, or fingers to keyboard, to write this insightful piece about how and why the funds management industry has thankfully been relatively unscathed by COVID-19.
Read more here.
4. ESG and investing in small caps
In this blog piece, Richard Macdougall, portfolio manager of Flinders Investment Partners talked about what ESG actually means (and what it doesn’t), how it can be applied to small-cap stocks and what benefits that application can mean to an investment portfolio.
Starting with the term ESG and how it has become a catch-all for a number of non-financial investment approaches, Mr Macdougall gave a detailed overview of each aspect of ESG.
Read more here.
5. China, the Evergrande saga and Macau
Paul Ehrlichman and Grace Su teamed up to pen this piece about China’s ambitious reform agenda, which is based upon four key themes.
Read this interesting deep dive here.
