As climate risks intensify and investor expectations evolve, Impax Asset Management’s Chris Dodwell and Shahbano Soomro explore the urgent themes shaping sustainable finance in 2025 and beyond. From the escalating impact of extreme weather events to the disruptive potential of AI, the conversation highlights how investors must rethink resilience, risk modelling, and capital allocation.

In this Livewire podcast, System Capital’s Lev Margolin reveals how he finds long-term structural winners and four stocks he expects to grow stronger.

Impax’s latest annual Impact Report highlights the ongoing evolution in measuring and reporting the impact of its investee companies. The report demonstrates this commitment for the 11th consecutive year.

Komal Jalan, ESG Analyst at WaveStone Capital, joins Charlotte O’Meara to explore how physical climate risks, from bushfires to cyclones and heatwaves, are already affecting company valuations, revealing near-term financial impacts across sectors.

The Kapstream team share their market insights in these short video interviews with Ausbiz.

Fidante and Fulcrum join forces to expand alternatives offering

Faster procurement cycles have increased the quality of defence company earnings but require firms to be increasingly agile. We are prioritising investing in companies with strong track records of innovation, fast commercialisation, and new product development.

Public markets may lack value and diversification, while private markets can enhance resilience through stronger returns and lower correlations, a theme Apollo explores in this paper.

The Federal Reserve’s September meeting delivered a widely anticipated 25 basis point rate cut. While headlines focused on the policy shift, the more significant takeaway lies in the Fed’s continued emphasis on data dependency and economic resilience. This article offers a breakdown of the rationale behind the decision, highlighting the contrast between dovish policy actions and resilient growth projections, and what this means for investors.