The Kapstream team share their market insights in these short video interviews with Ausbiz.

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value and more.

Kapstream discusses the uncertain economic outlook and the likelihood of Australian rates remaining high until 2025, benefiting fixed income investors with high yields and low volatility

In this episode of ESG in 10, we delve into the crucial intersection of AI and responsible investing. Explore key insights from Alphinity and CSIRO’s Data61 Responsible Investment Framework.

We get a closer look at why investors should be considering agriculture investment - and specifically Agri-Food Tech - right now.

In the world of agriculture, innovation goes hand in hand with the need to secure a nourishing future.

Impax discuss how emerging technologies are poised to reduce the steel industry’s environmental impact, creating compelling investment opportunities in the sector.

Ben Goodwin explores the three key economic shifts of our era: decarbonisation, deglobalisation, and inflation. These trends disrupt established global economic patterns and have important implications for future investment strategies.

After peaking at double digit growth rates, Western inflation has fallen significantly in the past 12 months. On the surface, that’s encouraging and sets the stage for rate cutting cycles amongst major central banks.