Alphinity Investment Management (Alphinity) is an active equities investment manager with dedicated teams managing both Australian and Global equity funds, using a distinctive combination of fundamental analysis and specific quantitative inputs.
Avenir Capital (Avenir) is an Australian based investment manager, specialising in value-oriented global equity investments.
Impax Asset Management (Impax) is a specialist asset manager, investing in the opportunities arising from the transition to a more sustainable global economy.
With high yield credit spreads back at reasonably tight levels, the key questions are: How strong is the case for staying overweight credit? How much more can spreads tighten? And, having already tightened considerably in recent months, what might compress them further (or, at least, keep them tight)? Chris Watling from Longview Economics discusses his views.
Read more
Fidante Partners has welcomed global sustainability specialists Impax Asset Management to its stable of strategic partners, signing on as distribution partner for Impax in Australia and New Zealand.
Read more
Sam Morris from Fidante Partners looks at how changing interest rates affect various asset classes and the impact of inflation expectations on returns.
Read more