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Fulcrum Insights: Video Series
15 May 26 Insight Alternatives

Fulcrum Insights: Video Series

A showcase of the latest video insights from the Fulcrum team, featuring fireside chat–style discussions on markets and macro themes.
Kapstream: Ausbiz TV Interviews
14 May 26 Insight Fixed Income

Kapstream: Ausbiz TV Interviews

The Kapstream team share their market insights in these short video interviews with Ausbiz.
Inside Alphinity’s earnings-first approach to the Australian market
05 May 26 Insight Australian Equities Global Equities

Inside Alphinity’s earnings-first approach to the Australian market

In this Livewire video, Andrew Martin explains how Alphinity finds stocks with genuine earnings momentum.
Podcast | Inside Trump's pick to replace Jerome Powell
30 Apr 26 Insight Fixed Income

Podcast | Inside Trump's pick to replace Jerome Powell

With a major leadership change looming at the US Federal Reserve, what could it mean for monetary policy, inflation, and Australian investors? Kapstream’s Kris Bernie joins the Australian Investors Podcast to unpack the implications.
Quick View: The Fed’s April Decision – More Than Meets the Eye
29 Apr 26 Insight Fixed Income

Quick View: The Fed’s April Decision – More Than Meets the Eye

Daniel Siluk explains why the Federal Reserve (Fed) has the latitude to be patient as it waits to see how the U.S.-Iran war impacts not only aggregate inflation but also growth prospects for the U.S. and the world.
Proterra Asia Completes Acquisition in Brown & Haley, Maker of the Iconic ALMOND ROCA
23 Apr 26 Insight Alternatives

Proterra Asia Completes Acquisition in Brown & Haley, Maker of the Iconic ALMOND ROCA

Proterra Investment Partners Asia ("Proterra Asia"), through its Proterra Asia Food Fund 3, today announced the completion of its acquisition of Brown & Haley, a Tacoma, Washington-based confectionery company.
The Mispriced Megatrend Hiding in Plain Sight, and Why It’s Accelerating Now
14 Apr 26 Insight Global Equities

The Mispriced Megatrend Hiding in Plain Sight, and Why It’s Accelerating Now

A multi-decade shift is underway, driven by energy, AI and climate risk, yet markets may still be underestimating the opportunity.
Navigating Energy Shocks and the AI Revolution
13 Apr 26 Insight Global Equities

Navigating Energy Shocks and the AI Revolution

James Clark speaks with Impax founder and CEO Ian Simm about sustainable investing, the risks and opportunities emerging from the energy transition and AI, and the long-term investment case for sustainability.
Investing in an Era of Extreme Weather
13 Apr 26 Insight Global Equities

Investing in an Era of Extreme Weather

A Sustainable Markets Initiative report exploring how asset owners and managers can build more resilient portfolios.