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In Trump’s world nothing is certain, not even taxes
10 Jun 25 Insight Fixed Income

In Trump’s world nothing is certain, not even taxes

The Trump administration is playing a dangerous hand, assuming that foreign investors and corporations have no choice but to remain in US markets.
2024 ESG and Sustainability Report
02 Jun 25 Insight Australian Equities Global Equities

2024 ESG and Sustainability Report

We are pleased to publish Alphinity’s fourth Environmental, Social and Governance (ESG) and Sustainability Report. This report highlights key ESG and sustainability outcomes and achievements for the 2024 calendar year across all Alphinity strategies.
How Lennox Capital's investment process has delivered double-digit growth for investors
30 May 25 Insight Australian Equities

How Lennox Capital's investment process has delivered double-digit growth for investors

Lennox's Small Companies Fund has produced consistently strong double-digit compound returns for investors. James Dougherty explains how.
Market volatility and the lessons from the past
29 May 25 Insight Fixed Income

Market volatility and the lessons from the past

CIM's Head of Investment strategy, Pete Robinson, joined the Financial Standard podcast to share key takeaways from past market cycles, how markets are pricing risk today, and where he sees opportunity in a shifting economic landscape
Finding the share market's next growth winners, and a biotech to watch
27 May 25 Insight

Finding the share market's next growth winners, and a biotech to watch

Lennox Capital's Liam Donohue says a consistent approach to small-cap investing helps it identify winners and make money for investors.
Apollo on stagflation, private credit strength, and the coming AI infrastructure wave
19 May 25 Insight Alternatives

Apollo on stagflation, private credit strength, and the coming AI infrastructure wave

Apollo’s Matt O’Mara on stagflation, private credit, and why AI, energy and infrastructure will need billions in capital.
Kapstream: Ausbiz TV Interviews
16 May 25 Insight Fixed Income

Kapstream: Ausbiz TV Interviews

The Kapstream team share their market insights in these short video interviews with Ausbiz.
Tariff Turmoil
15 May 25 Insight

Tariff Turmoil

A topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy.
13 stocks positioned for the future, priced right in the present
09 May 25 Insight Global Equities

13 stocks positioned for the future, priced right in the present

Impax shares 3 sectors and 13 stocks it is liking right now - all of which are enabling the transition to a more sustainable economy.