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How Might Global Energy Policy Impact Investments in Real Assets?

July 7, 2022
How Might Global Energy Policy Impact Investments in Real Assets? Global energy policy is rapidly evolving, particularly de-carbonisation targets in Europe which have been accelerated with the goal of creating energy independence in response to the Russia-Ukraine war. These policies in Europe may extend to other developed countries and are expected to significantly disrupt the current investment landscape for energy creating “winners” and “losers” as the energy mix shifts.
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Milford on AM 7 July 2022

Stephanie Batchelor, July 7, 2022
 This week on AM, Senior Investment Analyst, Stephanie Batchelor discussed the outlook for share markets in the second half...
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Month in a Minute: June 2022

Mark Riggall, July 6, 2022
Portfolio Manager, Mark Riggall discusses the month’s key highlights in 60 seconds. A shifting backdrop June was another very tough...
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Stock story: Charter Hall Retail REIT

Jason Kururangi, July 6, 2022
Stock story: Charter Hall Retail REIT As extraordinary policy settings including record low interest rates, quantitative easing and fiscal stimulus...
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Deborah Lambie joined Heather du Plessis-Allan to discuss what’s behind the latest increases in electricity prices

Dr Deborah Lambie, July 6, 2022
Investment Analyst, Dr Deborah Lambie joined Heather du Plessis-Allan to discuss what’s behind the latest increases in electricity prices.
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Milford on AM 30 June 2022

Frances Sweetman, June 30, 2022
This week on AM Show, Portfolio Manager and Head of Sustainable Investment Frances Sweetman discussed the latest wage growth data...
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