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Monday, 20 September 2021
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We need to think hard about how we work and live in the future. How do governments, health gurus, individuals, politicians, businesses and social groups need to act in 2021, both in dealing with COVID and thereafter?
If ESG, ethical investing, philanthropy and CSR aren’t creating the magnitude of change needed, is there an alternative way of bridging the gap between profit growth and social benefit?
The bushfire response shows we can be generous and compassionate, and we need to realise our species depends for its survival on a willingness to co-operate, not simply compete.
What is the difference between ESG as measured by the Dow Jones Sustainability Australia Index, and taking an approach that includes ethical factors?
A virtuous life is one of aspiration – to be good, to be fulfilled, and to make a contribution. Ethics is not about doing your duty reluctantly, but rather asking the confronting question: what do I want to be remembered for?
Large shifts in demographics, environment, technology and social values spell significant change for investment management. The wealth industry will need to adapt to clients' changing behaviour and expectations.
Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.
The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.