Carbon Scorecard for Global Equity Portfolios

Key Insights UN PRI and UN SDGs provide strong encouragement and a defined framework for investors to assess impacts of their investment decisions including carbon emissions and its impact on climate. Australia has the highest per capita greenhouse gas emissions in the OECD (26...
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Global Small Caps provide a rich source of idiosyncratic growth for global equity portfolios

Despite the high certainty of global small caps out-performing global large caps (aka the ‘small cap effect’) over the long term, Australian institutional and wholesale investors have been reluctant to allocate equity capital outside the global large caps and global emerging...
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Growth, Quality and Momentum factors drive world equity market returns

Global Equity – Developed Markets. Growth momentum and quality factor premiums highly persistent over 3, 6 and 12 months Value factors underperform, led by dividend yield and earnings yield Medium-term Momentum recorded the highest positive premium globally over the...
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Global Listed Infrastructure: Active Strategies to offer better downside protection going forward

Global listed infrastructure investors have earned very healthy returns over the past decade. Despite increasing allocations in the past decade, the asset class is still under owned by many Superannuation funds. Strong secular returns have been underpinned by earnings and...
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Realised factor premiums much stronger in Emerging markets

Global Developed markets experienced notable reversals in factor premiums since December 2016. So far in 2017, Value style factors recorded negative premiums while Growth and Momentum style factors delivered positive premiums. The YTD factor premium experience is contrary to...
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