Charlotte welcomes Joachim Klement, investment strategist and ESG specialist from Liberum, to delve into the critical impact of geopolitical risks on investment strategies.

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.

In Impax's seventh annual report, they showcase stewardship and advocacy activities in 2023 and summarise the outcomes arising from focused efforts.

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.

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 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.

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.

Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective.

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

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.