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Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season
11 Sep 24 Insight Australian Equities Global Equities

Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season

Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.
Expanding the Investable Universe with Alternatives
10 Sep 24 Insight

Expanding the Investable Universe with Alternatives

Rising interest rates and tighter asset correlations are reducing traditional strategies' effectiveness. For better returns and diversification, private markets may offer investors a promising solution.
Finding Alpha Podcast | The inside scoop on Commercial Real Estate
14 Aug 24 Insight Alternatives

Finding Alpha Podcast | The inside scoop on Commercial Real Estate

Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years.
ESG in 10: Episode 18: Beyond the Headlines: Geopolitical Risks in ESG Investing
31 Jul 24 Insight

ESG in 10: Episode 18: Beyond the Headlines: Geopolitical Risks in ESG Investing

Charlotte welcomes Joachim Klement, investment strategist and ESG specialist from Liberum, to delve into the critical impact of geopolitical risks on investment strategies.
Livewire | Income is back – and credit gives you the best seat in the house
30 Jul 24 Insight Alternatives

Livewire | Income is back – and credit gives you the best seat in the house

In this Livewire Income Series 2024 interview, Teiki Benveniste discusses how Ares identifies the most compelling opportunities within credit markets. He also provides insights into Ares' current positioning and addresses some common misconceptions about the asset class.
3 Distinct Opportunities Available to the Yield-Seeking Investor
23 Jul 24 Insight Alternatives

3 Distinct Opportunities Available to the Yield-Seeking Investor

These three investment ideas are designed to anchor your portfolio, generate outsized yield, and profit from deep discounts.
Internal Radio Theranostics
19 Jul 24 Insight Australian Equities

Internal Radio Theranostics

Although theranostics is a made-up fusion of two words, therapeutics and diagnostics, it has become an accepted new word, or neologism, to describe this rapidly emerging field of medical science. It seeks to be both a therapy and a diagnostic for cancer treatment.
Stewardship and Advocacy Report 2024
19 Jul 24 Insight Global Equities

Stewardship and Advocacy Report 2024

In Impax's seventh annual report, they showcase stewardship and advocacy activities in 2023 and summarise the outcomes arising from focused efforts.
The Evolution and Benefits of Equity Income Funds in Australia’s Growing Retirement Market
16 Jul 24 Insight Australian Equities

The Evolution and Benefits of Equity Income Funds in Australia’s Growing Retirement Market

Merlon discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.