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The One Decision that Matters Most in Alternatives
09 Feb 26 Insight

The One Decision that Matters Most in Alternatives

Investors and their advisers are increasingly turning to alternatives in the search for alpha. While adoption continues to grow, one decision matters above all else – picking the right investment manager.
Asia's Food Paradox: Why the Continent's Greatest Weakness Could Become Its Ultimate Superpower
09 Feb 26 Insight Alternatives

Asia's Food Paradox: Why the Continent's Greatest Weakness Could Become Its Ultimate Superpower

Asia’s outdated and inefficient food systems pose a major risk to its economic and social stability, but they also represent one of the region’s biggest untapped opportunities. By modernising agriculture through public–private collaboration and technology, Asia could turn food security into a strategic advantage and driver of long‑term value creation.
Smart Technologies Plugging Water Network Leaks
09 Feb 26 Insight Global Equities

Smart Technologies Plugging Water Network Leaks

Ageing and leaky water systems are in urgent need of an upgrade, presenting opportunities for innovative solution providers and utilities alike.
The Long and Short of It: System Capital's Approach
04 Feb 26 Insight Alternatives

The Long and Short of It: System Capital's Approach

Anna Kirkby sits down with Lev Margolin to explore how an ecosystem‑based approach can identify businesses that become structurally stronger over time.
Quick View: Kevin Warsh’s nomination and the next era of U.S. monetary policy
30 Jan 26 Insight Fixed Income

Quick View: Kevin Warsh’s nomination and the next era of U.S. monetary policy

Daniel Siluk discusses what President Trump’s nomination of Kevin Warsh as the next chairman of the U.S. Federal Reserve could mean for markets and the future path of monetary policy.
Australian Equities 2026: The Year of Earnings, Expansion and Execution
27 Jan 26 Insight Australian Equities Global Equities

Australian Equities 2026: The Year of Earnings, Expansion and Execution

After a resilient 2025, Alphinity’s 2026 outlook points to rising earnings momentum, expanding opportunities in resources and financials, and a market increasingly rewarding strong execution.
Private Equity Opportunities in 2026: Value Creation in a Higher Rate World
21 Jan 26 Insight Alternatives

Private Equity Opportunities in 2026: Value Creation in a Higher Rate World

In 2026, private equity’s biggest wins may come from the market’s blind spots. Apollo shares their 2026 Private Equity Outlook .
2026 Outlook: Targeting resilient opportunities from economic transformation
17 Dec 25 Insight Global Equities

2026 Outlook: Targeting resilient opportunities from economic transformation

As 2026 approaches, Impax’s investment teams are focused on identifying companies and issuers that demonstrate resilience as these transformations continue in the current market context.
Solvency II and Derivatives – Part 4
16 Dec 25 Insight Fixed Income

Solvency II and Derivatives – Part 4

The final paper in Ardea IM's series explores how derivative classification under Solvency II can significantly affect capital outcomes for relative value strategies.