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Don’t Let Biases Towards Global Credit Overshadow the Opportunity
12 Jun 24 Insight Alternatives

Don’t Let Biases Towards Global Credit Overshadow the Opportunity

Ares discusses how credit spreads and default rates are important metrics to consider when evaluating credit markets; however, taking a single number into account to qualify such a diverse market is likely to lead to missed opportunities
Private credit: Navigating the risks and rewards
11 Jun 24 Insight Fixed Income

Private credit: Navigating the risks and rewards

In this episode of the Netwealth Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity.
Kapstream: Ausbiz TV Interviews
30 May 24 Insight Fixed Income

Kapstream: Ausbiz TV Interviews

The Kapstream team share their market insights in these short video interviews with Ausbiz.
 Finding Alpha Podcast | Beyond the Magnificent 7
27 May 24 Insight Global Equities

Finding Alpha Podcast | Beyond the Magnificent 7

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value and more.
The ‘Higher For Longer’ Club welcomes the RBA (and why this is good for fixed income)
15 May 24 Insight Fixed Income

The ‘Higher For Longer’ Club welcomes the RBA (and why this is good for fixed income)

Kapstream discusses the uncertain economic outlook and the likelihood of Australian rates remaining high until 2025, benefiting fixed income investors with high yields and low volatility
ESG in 10 -Episode 17: Navigating Responsible AI: A Framework for Investors, with Alphinity
13 May 24 Insight Australian Equities Global Equities

ESG in 10 -Episode 17: Navigating Responsible AI: A Framework for Investors, with Alphinity

In this episode of ESG in 10, we delve into the crucial intersection of AI and responsible investing. Explore key insights from Alphinity and CSIRO’s Data61 Responsible Investment Framework.
Targeting double digit returns by backing just 6 companies a year. Here’s how he does it?
10 May 24 Insight Alternatives

Targeting double digit returns by backing just 6 companies a year. Here’s how he does it?

We get a closer look at why investors should be considering agriculture investment - and specifically Agri-Food Tech - right now.
2 tech businesses helping Australian farmers stay best in class
10 May 24 Insight Alternatives

2 tech businesses helping Australian farmers stay best in class

In the world of agriculture, innovation goes hand in hand with the need to secure a nourishing future.
The green arc of steel’s transition
10 May 24 Insight Global Equities

The green arc of steel’s transition

Impax discuss how emerging technologies are poised to reduce the steel industry’s environmental impact, creating compelling investment opportunities in the sector.