AI has certainly created a buzz over the past couple of years.  While a lot of attention has been focussed on Nvidia, the global poster child for the AI sector, there has been a raft of cascading effects that have trickled down to related industries.  An obvious one is data centres.

The tailwinds investors have enjoyed for the past few decades are abating and are unlikely to return in the immediate future, meaning a rethink of where returns will come from is required.

Impax's 2024 Impact Report celebrates a decade of measuring and reporting the impact of our investments beyond financial returns.

In this ensombl podcast episode, host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets.

Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024.

A paradigm shift happened in 2022, as the Fed ended years of loose money. Massive asset-price dislocation has created distressed, buyout, and carve-out opportunities for PE investors.

Host James Whelan is joined by Sinéad Rafferty from Fidante and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property.

Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.

Rising interest rates and tighter asset correlations are reducing traditional strategies' effectiveness. For better returns and diversification, private markets may offer investors a promising solution.