In this report, we undertook a research and engagement project to explore the related risks across the industry and deepen our understanding of the factors that can drive, or mitigate, harmful behaviour within a company.
Is sustainability becoming more than just an add-on for companies? 2Q22 reporting season was all about the ‘E’. Climate change, biodiversity and waste management were key themes across the ASX.
Greenwashing risk for investors is increasing due to the growing focus on ESG investing. What do we consider the three types of greenwashing risks for investors? And how do we avoid accusations of greenwashing?
Andrew Martin delves into the learnings from Q2 reporting season and shares the 2 main reasons results were surprisingly in line with expectations rather than worse than expected.
Consumers have maintained a robust level of spending which has been reflected in reporting season, Jacob Barnes provides his views and discusses the outlook for the Australian Consumer sector.
Elfreda Jonker discusses the importance of focusing on identifying quality management teams that can perform well during high tides, but even better during low tides and highlights two quality stocks for when the tide goes out.
Andrew Martin discusses the outlook for Australian banks – what are the impacts of interest rates on Australian banks and how will this effect the rest of the economy?
5 states and 6 cities in one week, Stuart Welch shares his observations from his US trip.