Australian Webcast: BHP Site Visit
Jessica Cairns provides a snapshot of her 3 day site tour of BHP’s Iron Ore business and shares some ESG insights on decarbonisation and BHP’s broader business strategy.
Tech Talk September 2022: Under pressure…
Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
Assessing workplace culture from the outside in
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.
Reporting Season – ESG insights
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.
The very real risk of greenwashing
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?
Is Google’s LaMDA chatbot sentient?
How should investors think about the ESG and Sustainability risks associated with AI development and application? Mary Manning discusses the ethical risks to consider.
Global Webcast: A stock pickers market
With 7 different sectors represented in our top 10 stocks, Jonas Palmqvist highlights the importance of stock picking and reflects on the current environment for Global markets.
Australian Webcast: Q2 results season reflections
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.
5 Global ‘Earnings Upgraders’ outstripping the market
Client Portfolio Manager, Elfreda Jonker takes a look at 5 high quality, diverse global upgraders that bucked the trend during the recent second quarter reporting season.
