ESG in 10 -Episode 13: Navigating the Landscape of ESG in Asset Backed Securities, with Challenger Investment Management (CIM)
Delve into the challenges and advancements of integrating ESG considerations in Asset Backed Securities (ABS).
Why Europe is the region leading sovereign green bond issuance and what we expect for the last three months of the year
Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR. Following Poland as the first sovereign to issue a green bond in 2016, supply and demand for Supranational, Sub-Sovereign and Agency (SSA) green bonds in Europe has continued to grow.
Finding Alpha Podcast | Expanding the investable Universe with Alternatives
In our first episode, Sinéad Rafferty CFA, Senior Investment Specialist at Fidante, speaks to Matt O’Mara, a Partner at Apollo on the role that alternatives can play in portfolios, particularly in world of higher rates and higher correlation between publicly traded stocks and bonds.
Everybody Must Eat
In an era defined by escalating global demand and pressing environmental concerns, the agriculture industry finds itself facing a dilemma. The imperative to produce more with less.
Livewire | The topic getting insiders at Apollo excited right now
A rebalancing is taking place in markets that is creating a lot of excitement for the team at Apollo. One topic dominates conversations within the walls of leading alternative asset manager Apollo, according to Matt O'Mara, a Partner at Apollo Global Management.
ESG in 10: Episode 12- Antimicrobial Resistance (AMR), What is it, and Why is it important for Investors? With Alphinity
In this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.
Financial Standard | Australia a central focus for alternatives: Apollo
Australia is ahead of the curve when it comes to alternative investing and Apollo Global Management will remain focused on the region as demand amongst local investors grows.
Kapstream provides a brief comment on the overnight FED statement
Kris Bernie, Portfolio Manager at Kapstream provides a brief comment on the FED statement which saw interest rates held, inflation control prioritised, and no discussion of rate cuts until later in 2024, suggesting the importance of patience in portfolio duration exposure.
Flows vs. Fundamentals: What’s up with yields?
The US 10-year bond yield drives global markets as shown in recent weeks, as Treasuries sold off and many assets repriced. A key question in markets is: How much higher will yields go? Are they about to top? Or is there significantly more upside to come?