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Articles tagged as "ESG"

ESG: The fundamentals vs the fads

By Raine Adams on 29 Apr 2022

The rise of environmental, social and governance (ESG) considerations in asset management has resulted in a proliferation of new product offerings,...

What price are we paying for the Russia-Ukraine conflict?

By Horacia Naidoo-McCarthy on 11 Apr 2022

As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...

Q&A: Perspectives and positioning for 2022

By Tim Acker on 17 Feb 2022

Amid a rising inflationary environment and ongoing uncertainty, many investors are struggling to take a long-term view. During the recent Allan Gray webinar,...

Key questions that advisers and clients are asking

By Tamryn Lamb on 11 Oct 2021

Uncertainty is a fact of life, and ever present in investing. There are times, however, when uncertainty seems to dominate sentiment and news flow – and...

Active management: Potential for a comeback in a divided inflationary world

By Duncan Artus on 23 Sep 2021

For most of the 2000s, the developed world has been characterised by disinflation and falling interest rates. This is despite a large increase in leverage, t...

Carbon pricing: What is it and why does it matter?

By Vuyo Nogantshi on 10 Sep 2021

The Paris Agreement sets out a global framework to avoid dangerous climate change by limiting global warming to well below 2°C and pursuing efforts to limit ...

Net zero: What is it and where are we on the path?

By Vuyo Nogantshi on 13 Aug 2021

In light of clear warnings from climate scientists around the potentially catastrophic impact of climate change, a growing number of governments and companie...

Our latest Stewardship and Business Sustainability Reports

By Raine Adams on 15 Jun 2021

Companies have positive and negative environmental, social and governance (ESG) impacts and forming a holistic view based on these is far more complicated, a...

Q&A with portfolio managers from Allan Gray and Orbis

By Tamryn Lamb on 26 May 2021

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...

How to be a responsible investor

By Raine Adams on 19 Apr 2018

Responsible investing has become a front-page issue in the last year as companies, investors and asset managers have had to respond to a number of ethical an...

Actively adding value

By Grant Pitt and Pieter Koornhof on 31 Mar 2016

The trend towards passive management – where investment managers track market indices rather than pick individual stocks – has caused some to question the...

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