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Key Themes for 2024
31 Jan 24 Insight Fixed Income

Key Themes for 2024

Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead. In fixed income, these notes are usually heavily focused on macro forecasts around the level and direction of interest rates.
How Alternatives Can Address Your 60/40 Portfolio Blues
25 Jan 24 Insight Alternatives

How Alternatives Can Address Your 60/40 Portfolio Blues

Individual investors have long been told that a diversified portfolio of public equities and bonds is the key to a successful retirement plan. While that held true for a long time—especially in the past 14 years when expansionary monetary policy compressed the cost of capital and bolstered publicly traded risky assets...
The Three Levers in Fixed Income
25 Jan 24 Insight Fixed Income

The Three Levers in Fixed Income

Within Fixed income, there are two well-known levers, duration and credit. In addition, there is also a lesser known third lever, Pure Relative Value investing. This third lever provides compelling diversification benefits when blended with duration and credit.
Apollo Market Insights 2024
11 Jan 24 Insight Alternatives

Apollo Market Insights 2024

Eric Hanno, Co-Head of Apollo Aligned Alternatives, shares Apollo's macro perspectives.
Outlook 2024 | Why prospects for a more sustainable economy remain undimmed
03 Jan 24 Insight Global Equities

Outlook 2024 | Why prospects for a more sustainable economy remain undimmed

Impax share their perspectives on key themes that they believe will shape opportunities in global markets in 2024 and beyond.
ESG in 10 -Episode 14: Why Europe is the region leading Sovereign Green Bond issuance, with Ardea
12 Dec 23 Insight Fixed Income

ESG in 10 -Episode 14: Why Europe is the region leading Sovereign Green Bond issuance, with Ardea

Charlotte O'Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown.
Bloomberg TV | Potential benefits of alternatives in an individual's portfolio
12 Dec 23 Insight Alternatives

Bloomberg TV | Potential benefits of alternatives in an individual's portfolio

Stephanie Drescher, Apollo Global Management Chief Client and Product Development Officer, on the potential benefits of alternatives in an individual's portfolio with Bloomberg TV.
COP28: Where progress is really needed
11 Dec 23 Insight Global Equities

COP28: Where progress is really needed

Five important outcomes that we believe must emerge from this UN climate summit.
Offshore wind can soar once choppy waters calm
11 Dec 23 Insight Global Equities

Offshore wind can soar once choppy waters calm

Impax Asset Management discusses the offshore wind industry, which has weathered a challenging couple of years, buffeted by higher interest rates, material costs, and supply chain issues.