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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.
Finding Alpha Podcast | Too good to be true?
12 Jul 24 Insight Fixed Income

Finding Alpha Podcast | Too good to be true?

Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin and illiquidity premium are appealing to investors looking for income.
Australian private credit is booming… What should investors look out for?
05 Jul 24 Insight

Australian private credit is booming… What should investors look out for?

Private credit is a relatively new asset class in Australia and has grown considerably in recent years. While the private credit opportunity may be moderating in the US, as was discussed by Challenger Investment Management in a recent note, interest among Australian investors may not yet have peaked. Private credit offers a number of benefits to investors, including attractive risk-adjusted returns, an illiquidity premium and diversification out of public markets.
Private Credit: Ensombl Podcast
18 Jun 24 Insight Fixed Income

Private Credit: Ensombl Podcast

This episode explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation and the role it can play within a portfolio.
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
17 Jun 24 Insight Alternatives

Building Resilience: Selecting the Right Assets for an Alternatives Portfolio

Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective.
Finding Alpha Podcast | Exploiting the valuation gap
17 Jun 24 Insight Global Equities

Finding Alpha Podcast | Exploiting the valuation gap

Dr Joseph Lai, from Ox Capital talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.
Money of Mine Podcast: When to Buy Mining Companies
14 Jun 24 Insight Australian Equities

Money of Mine Podcast: When to Buy Mining Companies

The Money of mine team sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.