Climate Change Action: How do we invest in it and what do we need to keep in mind?

by Foresight Analytics | Dec 14, 2020 | Blogs, Reports

Source: iStock This blog piece discusses the urgency required for climate change action, as well as how investors can contribute to climate impact through mechanisms of selective capital allocation and shareholder engagement. It explains the frameworks that should be...

Elevated dispersion and volatility due to rising geopolitical and policy risks make a strong case for active management in Emerging Markets

by Foresight Analytics | May 18, 2019 | Blogs

Key insights Global emerging markets have provided very strong returns for long term investors. However, investors have to be prepared to accept higher volatility over shorter periods of 3 years and less. Significant performance dispersions across regions, countries,...

AUD weakness underpinned by soft fundamentals, the case for hedging foreign currency exposure remains weak

by Foresight Analytics | May 18, 2019 | Blogs

Key Insights AUD index against major trading partners shows clear negative trend for currency since its peak in 2012. Over the past 12 months, AUD has weakened against most major currencies, largest weakness was noted against the USD. AUD weakness is also evident over...

Longer term outlook for India remains highly positive, an expected Modi win bodes well for secular economic and capital market outlook

by Foresight Analytics | May 18, 2019 | Blogs

Key Insights The USD$2.6 trillion Indian economy is expected to grow by 7% in 2019, placing it amongst the fastest growing economies in the world. India’s economic growth is underpinned by structural drivers of private consumption, fixed asset investments and public...

Foresight ASX Small Cap Report

by Sambridhi Shakya | Sep 21, 2018 | Blogs

Foresight Emerging Market Report

by Sambridhi Shakya | Sep 21, 2018 | Blogs