SIAA Monthly – July 2022

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    • Impact investing
      Impact investing seeks to add value to society whilst also achieving financial returns. It is different from sustainable or ethical investing as it explicitly seeks to make a measurable positive social or environmental impact from the investment.
    • The case for Australian equities 
      The Australian economy has proven more resilient than most during recent economic crises. It held up well in the face of the calamitous 1997 Asian financial crisis. It emerged relatively unscathed from the 2008–09 global financial crisis, thanks to its robust banking system and strong demand for resources from fast-growing countries like China. It dipped only briefly during the COVID-19 pandemic and experienced an earlier recovery than most OECD countries.
    • ESG and sustainable investing: Navigating adverse weather systems 
      Hamish Chamberlayne, Head of Global Sustainable Equities and Portfolio Manager for the Janus Henderson Global Sustainable Equity Active ETF (Managed Fund) (ASX:FUTR) answers key questions on the drivers shaping environmental, social and governance (ESG) and sustainable investing in 2022 and beyond.
    • Correcting the alternatives imbalance
      Interest in alternatives is growing. In the US ultra-high-net-worth portfolios have exposure of between 37%-52% to alternative assets, but here in Australia we typically see exposure of 20%-30% to alternatives. Why the difference?
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