Kapstream's Daniel Siluk discusses why they're keeping an eye on persistent inflation, the Fed reaches its expected terminal rate and plans to stay there for a while.

With the failure of both Silicon Valley Bank (SBV) and Signature Bank in March, the US increasingly appears to be at the early stages of a banking crisis.

March was eventful in markets. The collapse of SVB, forced merger between Credit Suisse and UBS and pressure on other banks was a major shock for investors.

As the Chinese economy advances, quality growth is becoming the new standard for success. We see potential in the Chinese market due to its emphasis on domestic consumption and future technological giants.

Kirsty Mackay- Fisher, Senior Analyst at WaveStone Capital joins the podcast to discuss her latest ESG research investigating remuneration structures for company executives.

An overview of AI and how considerations of AI can be factored into the ESG integration process.

Dr Joseph Lai shares how the Ox Capital process enables the fund to outperform the benchmark and provides his insights into the regions and themes currently drawing his attention.

Joseph Lai share insights on how Ox Capital Management has achieved success in beating the market over the past 12 months.

Impax Asset Management on Solutions to the interrelated challenges of water quality and biodiversity loss.