The decarbonisation of the world is happening. In 2021, the top three carbon futures markets grew 165% by trading volume and traded US$683 billion futures market value. Growth opportunities exist as more countries move toward carbon markets and the transition to net zero. Learn about this exciting investment opportunity.
20 May 2022
by Alice Shen, Senior Associate - Investments & Capital Markets
2022 has not been the best year for equity investors thus far. We are experiencing a rising rate environment which leads to company valuation re-rating, compounded by the uncertainty of debt serviceability. However, infrastructure assets, including transport, utilities and telecom towers have been resilient.ETFs
05 May 2022
On the 21st April, BHP announced its underwhelming production update while flagging further operational changes. Over the following week, BHP suffered double-digit falls, taking the S&P/ASX 200 with it. BHP’s influence on the returns of the S&P/ASX 200 increased when it became Australia’s biggest listed company following the unification with its UK listing earlier this year. This resulted in the ASX becoming more concentrated than any other major equities market. Concentration is the opposite of diversification, which is an important risk management tool for investors. That is why it is prudent to take the right approach when investing in Australian equities. Here we provide some insightful analysis for our popular Equal Weight ETF (MVW) versus the S&P/ASX 200.ETFs
27 April 2022
The global equity falls have highlighted the risk in ESG investing with the market disproportionally punishing shares in high growth companies, particularly IT. Many sustainable international equity funds and ETFs that are hyper-concentrated to ‘growth’ sectors such as IT have fallen hard, but not all.