
11 Dec 23
Insight
Global Equities
Is the 'rooftop revolution' in solar energy over?
Higher interest rates, regulatory changes and a steep drop in natural gas prices have combined to heap pressure on the solar industry in 2023.

11 Dec 23
Insight
Fixed Income
What this bond investor is watching most closely into 2024
Ardea Investment Management's Gopi Karunakaran explains how he spots opportunity and discusses the big conflict in central bank policy now.

07 Dec 23
Insight
Global Equities
Finding Alpha Podcast | The Future of Sustainable Investing
In our latest episode, Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by technological innovation and the transition to Net Zero.

03 Dec 23
Insight
Global Equities
Impax Impact Report 2023
Measuring contributions to the transition to a more sustainable economy.

01 Dec 23
Insight
Why are interest rates still rising in Australia?
The key topic for 2023 was the outlook for inflation. Sinead Rafferty, Senior Investment Specialist at Fidante, reflects on why the RBA is on a different interest rate path to other central banks

28 Nov 23
Insight
Fixed Income
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).

21 Nov 23
Insight
Fixed Income
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.

15 Nov 23
Insight
Alternatives
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.

14 Nov 23
Insight
Alternatives
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.