
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.

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.

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.

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.

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.

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.

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.

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.

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.