E – ESG Wrap (Econosights)

JUN 20 – Safety, privacy and sustainable change – ethical investing in a pandemic | AMP Capital

WEBINARS JUN 20 – Safety, privacy and sustainable change – ethical investing in a pandemic 10 Jun, 2020 By Kristen Le Mesurier B Com, B Laws (Hons), M LawsPortfolio Manager – Multi Asset GroupSydney, Australia Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) makes no representations …

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The smart money is with sustainable listed real estate | AMP Capital

The smart money is with sustainable listed real estate In investing parlance, sustainability isn’t just a catch-all phrase for the numbers that don’t carry dollar signs. It refers to substantial elements of the ability of a business to perform over the longer term. For real estate, predicated as it is on ongoing rental yields and the relationships between landlords and tenants, our view is that sustainability factors almost always have considerable impact on performance over …

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Econosights: Will fiscal stimulus lead to a global debt problem? | AMP Capital

Econosights: Will fiscal stimulus lead to a global debt problem? Key points Record-like levels of fiscal stimulus to combat the economic shock from the Covid-19 pandemic will add large amounts to government debt. Rising debt could become inflationary but only if demand starts outstripping supply. For now, the enormous amount of spare capacity and “free” government services mean deflation is more likely in the short-term. Public debt levels become unsustainable when government bond yields outstrip …

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Econosights: The impact of Covid-19 on the Australian labour market | AMP Capital

Econosights: The impact of Covid-19 on the Australian labour market Key points Most industries are feeling some negative impact from the coronavirus disruption via reduced employee hours, wage cuts, stood down workers or permanent staff reductions. On our estimates, around 41% of jobs are at a high risk of lower work hours, being stood down or terminated. However, the Federal Government’s well designed JobKeeper wage subsidy scheme should see most of these employees kept in …

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5 Tips to Green Investing

5 Tips to Green Investing How to build environmental, social and governance factors into your investments The climate change debate has made it to the top of the news agenda, with many Australians now considering what they can do to help the environment. For some, this will include making changes to their finances in line with their environmental values. Whether it’s through super, investments or savings, more and more people are reviewing their financial arrangements …

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Environmental, Social and Governance (ESG) Wrap 27 September 2018

Environmental, Social and Governance (ESG) Wrap 27 September 2018 This month the key ESG issues making headlines are: Oil & Gas: Chevron’s Gorgon CCS project delayed Global E-Commerce Giants – workers face insecurity and crushing targets Automakers under suspicion of fresh cheating in new emissions test San Francisco climate change resolution ‘just the start of pressure’ on US insurers Energy: US Utility Rates Driving Record Demand for Home Energy …

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Econosights – Should we worry about emerging markets?

Econosights – Should we worry about emerging markets? Key Points Emerging market equities have performed poorly since the beginning of the year. More recently, trade tensions between the US and China, a rising US dollar and issues in individual emerging market economies have hit emerging markets. The last emerging market downturn was in 2015 on the back of Chinese growth concerns, a devaluation in the Chinese Yuan and Fed interest rate hike fears. Emerging market …

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Environmental, Social and Governance (ESG) Wrap 11 May 2018

Environmental, Social and Governance (ESG) Wrap 11 May 2018 This month the key ESG issues making headlines are: Rio Tinto’s climate change resolution marks a significant shift in investor culture Obesity and Nutrition: How are Australia’s largest food and beverage manufacturers performing? Finance: UK Government calls on top pension funds to disclose climate risks EU Commission approves Bayer’s acquisition of Monsanto Florida shooting – will things change for the better in the US? Rio Tinto’s climate …

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Environmental, Social and Governance (ESG) Wrap 12 April 2018

Environmental, Social and Governance (ESG) Wrap 12 April 2018 Welcome to the Environmental, Social and Governance (ESG) Wrap, where our team share the latest ESG issues in the media and their implications on investment. Francise model in the spotlight Social Media: Should we trust it? Proportion of women in NZ senior leadership roles hits rock bottom Chemicals: Ban on bee killer pesticide Franchise model in the spotlight The Australian Competition and Consumer Commission (ACCC) is …

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Econosights – The end of Japanese stagnation?

Econosights – The end of Japanese stagnation? Key points Years of low growth and inflation are gradually turning around in Japan thanks to the slow-moving impacts of Abenomics combined with a strong global economy. A lift in growth and employment reforms are increasing participation in the labour market, adding to an already tight labour market. Recent wage agreements will add to inflation. The solid economic cycle and good corporate health is positive news for Japanese …