ESG investing

Latest news and analysis on ESG investing

Equities

ESG investing is the purest form of capitalism

ESG integration exemplifies the profit motive at its finest.
Steven Glass
Pella Funds Management
Listed Series

This investor owned Tesla and Nvidia before they soared. Here's how he spots winners

Janus Henderson's Hamish Chamberlayne has an uncanny knack (and a rigorous investment process) for discovering the world's hottest firms.
+2
Hans Lee
Livewire Markets
Fixed Income

Everything’s gone green

Global temperatures are still rising. Climatic events are becoming more serious. Natural habitats are deteriorating as a result of intensive farming and development....
Chris Iggo
AXA Investment Managers
Investment Theme

Staying the course – WHEB remains committed to sustainability investing

In 1970 Walter Mischel, a professor of psychology at Stanford University conducted a famous experiment now known as the ‘Stanford Marshmallow experiment’. The...
Ted Franks
Pengana Capital Group
The Pitch

Sick of high power and food bills? Time to focus on the solutions (and the investment opportunities)

Prices of basics, food and energy, have skyrocketed since the pandemic. You can keep whining about it or you can invest in the solutions.
Chris Conway
Livewire Markets
The Pitch

From exclusion to solutions: the modern approach to this investment opportunity

Hubert Aarts, Deputy CIO at Impax Asset Management, identifies five big drivers of opportunity when it comes to sustainable investing
Chris Conway
Livewire Markets
Equities

Renewable energy stocks: changing winds?

Decarbonisation is one of the most important challenges of our time but it also ranks among the most difficult themes in which to invest
Anthony Doyle
Firetrail Investments
Expert Insights

Why the best opportunities from the energy transition may lie in infrastructure

ESG asset valuations ballooned during the pandemic. But are they still too elevated?
David Thornton
Livewire Markets
Equities

The energy transition is changing everything - and these companies are riding the change

Sometimes, it leads to a pause and a shift towards the past. At other times, it calls for innovation.
AKE
+11
Kym Sheehan
Livewire Markets
Investment Theme

The data challenge

Sustainability considerations are the forefront of investment decision-making. This article highlights the importance of ESG data reporting.
Glen Finegan
Skerryvore
Equities

A contrarian assessment of Macquarie Group

The crowd lauds its strengths but ignores its structural weaknesses and ethical shortcomings. I assess both and consider their implications.
Chris Leithner
Leithner & Company Ltd
Equities

Recession or not, the bull case for this investment opportunity stands

In this wire, Platinum's Jodie Bannan explains why this massive investment theme can weather whatever economic conditions eventuate.
AGL
+1
Chris Conway
Livewire Markets
Education

The crucial role played by smelters in the supply of critical minerals

Smelters are where you get critical minerals from. Smelters are ugly as sin. This is why investors in the space must market their benefits.
Kingsley Jones
Jevons Global
Funds

Digital transformation, circular economy, and other places this fundie finds global leaders

Impax is launching its Global Opportunities Fund in Australia. Find out what it is all about.
Chris Conway
Livewire Markets
Equities

This company is in a "multi-year re-rating cycle" and top of the pops for social license

MarketMeter's new institutional investor research has uncovered the top 10 ASX companies with the strongest social licences.
BXB
COL
CSL
+14
Hans Lee
Livewire Markets
Expert Insights

10 stocks for harnessing the most important thematic in finance

From big banks to smaller tech and healthcare, there are plenty of opportunities for impact-oriented investors to make solid returns.
+3
Hans Lee
Livewire Markets
Expert Insights

How T. Rowe Price generates impactful alpha (and two stocks to prove it)

You don't need to sacrifice goodwill to get good returns. But you do need a defined process, says T. Rowe Price's Hari Balkrishna.
+1
Hans Lee
Livewire Markets
Fund in Focus

The local growth market offering sustainable income

The Janus Henderson Sustainable Credit Fund targets defensive income from the growing sustainable credit market.
Shan Kwee
Janus Henderson
Expert Insights

Play "the largest capital investment cycle the world's ever attempted" with these stocks

The energy transition is an enormous thematic, but not all exposed stocks will deliver outstanding investor returns.
+1
David Thornton
Livewire Markets
Expert Insights

Two companies ticking all the right boxes for this investor

Hari Balkrishna from T. Rowe Price tells me he could not be more excited about the opportunities that lie ahead for global impact investing.
Hans Lee
Livewire Markets
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