
11 Sep 23
Insight
Global Equities
ESG in 10: Episode 10- Inflation and how it impacts the transition to a sustainable economy, with Impax
The world is experiencing an acute inflation shock, but one key question we must ask, is how this impacts the transition to a sustainable economy? If we don’t get the transition right, could it worsen future inflation hurdles?

24 Aug 23
Insight
Global Equities
The financial impact of diversity and culture
Piecing together the research connecting people, policies and company performance.

09 Aug 23
Insight
Fixed Income
Sovereign Debt Market Demands Clear Transition to Renewables
Governments that perform poorly in managing climate change transition may encounter difficulty finding investors to buy their sovereign debt, that is the finding of a research paper led by Dr Laura Ryan.

25 Jul 23
Insight
Fixed Income
New Study Indicates Gender Identity an Important Factor in Likelihood of Promotion
Those identifying as female employed in financial services are substantially less likely to be offered an unsolicited promotion than those identifying as male. However, those identifying as female are more successful at receiving a promotion when they request it.

25 Jul 23
Insight
Global Equities
Digital transformation, circular economy, and other places this fundie finds global leaders
Impax is launching its Global Opportunities Fund in Australia. Find out what it is all about.

25 Jul 23
Insight
Alternatives
Agri-Food Tech Investments: Unlocking the Potential Beyond Profits
While Australia’s Agri-Food Tech market is still in its early stages, it is experiencing remarkable growth, with over 2500 Agri-Food Tech enterprises across the country.

24 Jul 23
Insight
Fixed Income
ESG in 10: Episode 9- The Australian Green Bond Program, with Ardea
Tamar Hamlyn, portfolio manager at Ardea Investment Management, takes us through the developments in the green bond space in Australia and what this means for sovereign bond investors.

21 Jul 23
Insight
US Recession: Cancelled, or just Delayed?
Assessing recession risk has been harder than normal in recent quarters, with the pandemic clearly creating unusual behaviour in various parts of the economy. With the US stock market sharply higher than its March trough, led by AI/long duration growth stocks, the recession argument is being challenged.

19 Jul 23
Insight
Fixed Income
Don’t wait to overweight fixed income…
Kapstream discuss the current fixed income landscape and share their insights on current risks and opportunities for investors.