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Beyond Uncertainty: Building resilient portfolios at the Defensive Markets Forum
13 Mar 24 Insight Alternatives

Beyond Uncertainty: Building resilient portfolios at the Defensive Markets Forum

Challenger and Fidante welcomed 228 advisers and investors nationwide to our Defensive Markets Forum.
ESG in 10 -Episode 15: The disproportionate impact of modern slavery on women and girls
07 Mar 24 Insight Australian Equities Global Equities

ESG in 10 -Episode 15: The disproportionate impact of modern slavery on women and girls

In this episode we explore the disproportionate impact of modern slavery on women and girls and what investors can do about the issue.
Finding Alpha Podcast | Reporting season, what you need to know
06 Mar 24 Insight Australian Equities

Finding Alpha Podcast | Reporting season, what you need to know

Catherine Allfrey from WaveStone Capital takes a look at the recent reporting season, sharing her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.
Finding Alpha Podcast | Avoiding pitfalls in the small cap market
13 Feb 24 Insight Australian Equities

Finding Alpha Podcast | Avoiding pitfalls in the small cap market

Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.
Evolution of bond markets and where to next?
13 Feb 24 Insight Fixed Income

Evolution of bond markets and where to next?

Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important.
Small is beautiful
08 Feb 24 Insight Australian Equities

Small is beautiful

As the world grapples with the complexities of the energy transition, this article, by Eiger Capital, explores the resurgence of nuclear energy, emphasizing its efficiency and smaller land footprint compared to other renewables.
Take good care: investing in enhanced wellbeing
08 Feb 24 Insight Global Equities

Take good care: investing in enhanced wellbeing

From hearing aids to vitamins, solutions that boost wellness can tap into growing demand. In this article, Impax Asset Management describe how solutions that boost quality of life can tap into growing demand.
Not so fast: The Fed exercises a circumspect approach
01 Feb 24 Insight Fixed Income

Not so fast: The Fed exercises a circumspect approach

Kapstream argue that a resilient U.S. economy and decelerating inflation allow the Federal Reserve (Fed) to return the policy rate to a neutral stance without placing either component of its dual mandate at risk.
Key Themes for 2024
31 Jan 24 Insight Fixed Income

Key Themes for 2024

Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead. In fixed income, these notes are usually heavily focused on macro forecasts around the level and direction of interest rates.