Research IP brings you the RIPPL Roundup each month to provide an early market snapshot for New Zealand and Australian financial advisers.
Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP helps many of our consulting clients navigate the maze, but no one client is the same. The monthly RIPPL Sluice provides some examples of responsible investment in action.
Omicron and zero-covid policies through China and South East Asia have the potential to disrupt global supply chains, heightening the risk of sustained inflation and therefore downside risks to financial markets.
Meet the Manager – Hamish Douglass, the Chairman and CIO at Magellan, reflects on the market environment over the past year or so, what worked, what didn’t, and what scenarios he sees playing out in the future.