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How a Gap in the Banking Sector is Generating Returns
16 Dec 24 Insight Alternatives

How a Gap in the Banking Sector is Generating Returns

It's not often that the terms "increased regulation" and "opportunity" appear in the same sentence. But for the team at Apollo Global Management, it's a theme they look at closely.
The next three years of the AI rally will come from these stocks
13 Dec 24 Insight Global Equities

The next three years of the AI rally will come from these stocks

Narrowing down 2,000 stocks to 40 is no mean feat. Here is how Impax's David Winborne does it.
Finding winners in this growing megatrend
05 Dec 24 Insight Global Equities

Finding winners in this growing megatrend

While it has its critics, it's important for investors to recognise the value of sustainable investing.
Finding Alpha Podcast | What does a Trump presidency mean for Sustainable Investing?
26 Nov 24 Insight Global Equities

Finding Alpha Podcast | What does a Trump presidency mean for Sustainable Investing?

With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions.
ESG in 10: Are Australian’s ESG expectations realistic?
25 Nov 24 Insight

ESG in 10: Are Australian’s ESG expectations realistic?

Nathan Fradley, FChFP, Specialist Financial Adviser, joins Charlotte to explore the complexities of ESG investing from an adviser’s perspective, unpacking key client ESG drivers, conflicting priorities, and the daily challenges advisers face.
Constructive on equipment rental
21 Nov 24 Insight Global Equities

Constructive on equipment rental

The surge in private and public investments in infrastructure and 'new economy' industries, coupled with the onshoring trend, is expected to sustain strong demand for equipment rental services in the US construction sector through the decade.
3 things investors should keep in mind when eyeing opportunities in this asset class
20 Nov 24 Insight

3 things investors should keep in mind when eyeing opportunities in this asset class

Apollo Global Management's Eric Hanno believes there are attractive alternatives to listed equities.
Balancing Opportunity and Risk: Navigating Corporate Bonds in 2024
11 Nov 24 Insight Fixed Income

Balancing Opportunity and Risk: Navigating Corporate Bonds in 2024

A common theme in 2024 has been ongoing demand for corporate bonds. As to be expected, institutional investors have favoured higher quality investment grade bonds, but demand for sub-investment grade (high yield) and private credit has also been strong.
Australian Investors Podcast: Capturing stocks with upside surprise, with Alphinity’s Trent Masters
06 Nov 24 Insight Australian Equities Global Equities

Australian Investors Podcast: Capturing stocks with upside surprise, with Alphinity’s Trent Masters

On The Australian Investors Podcast, Alphinity Investment Management’s Trent Masters talks with Owen Rask to talk earnings surprise and value capture.