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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.
The Great Reversals
24 Apr 24 Insight Australian Equities

The Great Reversals

Ben Goodwin explores the three key economic shifts of our era: decarbonisation, deglobalisation, and inflation. These trends disrupt established global economic patterns and have important implications for future investment strategies.
Western Inflation: How Sticky is it…. Really?
24 Apr 24 Insight

Western Inflation: How Sticky is it…. Really?

After peaking at double digit growth rates, Western inflation has fallen significantly in the past 12 months. On the surface, that’s encouraging and sets the stage for rate cutting cycles amongst major central banks.
Troubled Times Ahead?
19 Apr 24 Insight Fixed Income

Troubled Times Ahead?

The saying that all good things must come to an end is a bittersweet reflection of reality. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong. Perhaps this is understandable given the potential for higher interest rates to stifle economic growth and an increasingly complex geopolitical environment.
Apollo Academy
17 Apr 24 Insight Alternatives

Apollo Academy

Apollo Global Management believes that alternatives will play a key role in helping investors tackle current portfolio challenges. That is why they have created the Apollo Academy.