
03 Mar 25
Insight
Australian Equities
Global Equities
On the Road with Alphinity: Santos Carbon Capture and Storage Project in Moomba, South Australia
The Moomba Carbon Capture & Storage Project, capturing 10% of South Australia's annual CO2 emissions, is among the largest and most cost-effective globally. Jess Cairns visited the site opening to gain deeper insight into this potential turning point for CCS in Australia.

27 Feb 25
Insight
Global Equities
DeepSeek is much more than the Sputnik Moment
The rise of Chinese innovation, exemplified by platforms like DeepSeek, TikTok, and Temu, highlights the country's rapid technological advancements driven by intense domestic competition and a shift toward high-quality, sophisticated products. With a strong foundation in robotics, renewable energy, and AI, China is poised to extend its cost and quality advantages globally, reshaping industries and challenging traditional leaders in the tech and manufacturing sectors.

05 Feb 25
Insight
Global Equities
The end of the Magnificent Seven's reign may be a boon for this investing strategy
Find out how the Impax Asset Management team deliver returns despite the noise (and risks of) being carried away by the green narrative.

04 Feb 25
Insight
Fixed Income
European & Australian ABS: Rounding up 2024 and looking ahead to 2025
2024 was yet another positive year for the European & Australian Asset Backed Securities (ABS) markets with record issuance and continued robust performance and resilience. We review the year that was here, along with our key areas of focus for 2025.

03 Feb 25
Insight
Alternatives
MEDIA RELEASE: System Capital
Fidante welcomes global long-short manager, System Capital, as its latest affiliate.

30 Jan 25
Insight
Fixed Income
Quick View – The Fed’s unanswered question: Just a skip, or a pause?
The Fed’s latest decision leaves investors questioning whether rate cuts are merely on hold or have reached their end. With economic resilience and political uncertainty in play, rate volatility is likely to persist.

20 Jan 25
Insight
Fixed Income
Protection From ‘Unknown Unknowns’
Named after Janus, the Roman god often depicted with two faces (one that looks to the past and one to the future), January is the month of new beginnings. The month we put lessons from the past year into action, and the month we navigate the economic predictions for the year ahead.

16 Jan 25
Insight
Global Equities
2025 EM Outlook: Reading the tea leaves
Emerging markets are poised for a resurgence in 2025, driven by robust fundamentals, attractive valuations, and opportunities in key regions like China, Indonesia, and Vietnam, making this an opportune time for investors.

15 Jan 25
Insight
Australian Equities
Buy Now, Pay Later – Zipping into Focus
As we swing into the holiday season and the parcels from Black Friday continue to land on your doorsteps, it felt apt to unzip the “Buy Now, Pay Later” (BNPL) industry in more detail; particularly focusing on Zip. BNPL has transformed from a nascent industry into a mature, fully-fledged component of retail payments.