The outlook for Australian equities in 2025 suggests a more cautious and nuanced market environment, with potential for sector and stock rotations, driven by earnings outcomes and market leadership, while the focus will shift from macro factors to individual stock performance amid high valuations and uncertain economic conditions.

Looking into 2025, we share perspectives from Impax's Listed Equities, Fixed Income and Private Markets teams.

Eric Hanno, Co-Head of Apollo Aligned Alternatives shares his insights in the alternatives sector with Sara Allen, Livewire Markets across 3 videos.

Nana Li, from Impax Asset Management shares her takeaways from COP29.

If it all feels like the world is standing on a precipice, that’s because in many ways we are.

It's not often that the terms "increased regulation" and "opportunity" appear in the same sentence. But for the team at Apollo Global Management, it's a theme they look at closely.

Narrowing down 2,000 stocks to 40 is no mean feat. Here is how Impax's David Winborne does it.

While it has its critics, it's important for investors to recognise the value of sustainable investing.

With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions.