Insights is a series of research and opinion papers covering a broad range of topical issues related to the financial market. These papers have a strong education focus and are presented by some of AMP Capital’s leading experts.
Transport and ESG – watch out for bumps along the road
16 April 2013
In this Insights paper, Måns Carlsson-Sweeny, Senior ESG research analyst at AMP Capital, looks at how Environmental, Social, Corporate Governance (ESG) research can be used to identify mispriced stocks. Måns also looks beyond past researches’ focus on the “Environmental” in ESG and discusses some of the key “Social” and “Governance” risks in the transport sector.
View Transport and ESG – watch out for bumps along the road (PDF - 123 KB)
A baseline for better times
15 April 2013
When investing for the long-term, it is important to be aware of the macro-economic backdrop and its implications on investment performance. However, those investors who are able to assess these events in the context of their long-term investment goals, and who can remain focussed on the important investment fundamentals, will ultimately win out.
View A baseline for better times (PDF - 172 KB)
View previous INsights papers