Assessing recession risk has been harder than normal in recent quarters, with the pandemic clearly creating unusual behaviour in various parts of the economy. With the US stock market sharply higher than its March trough, led by AI/long duration growth stocks, the recession argument is being challenged.

Kapstream discuss the current fixed income landscape and share their insights on current risks and opportunities for investors.

Fidante sat down with Head of Research at Ardea Investment Management, Dr Laura Ryan and Portfolio Manager, Tamar Hamlyn to discuss the role of government bonds in an equity heavy portfolio.

Fidante is pleased to announce that it has entered into a strategic partnership with Proterra Investment Partners Asia, a leading private equity investor focused on the Asian food and agribusiness sectors.

Back in July last year, Eiger Capital’s Stephen Wood likened the upswing in lithium and rare earth prices to the market for iron ore back in the early 2000s, as China embarked on its infrastructure spending journey.

Fidante is pleased to announce that it has entered into a strategic partnership with Proterra Investment Partners Asia, a leading private equity investor focused on the Asian food and agribusiness sectors.

Merlon's Andrew Fraser shares his expectations for equity markets (and dividend payouts) going forward, how to identify sustainable, long-term income, and his top conviction picks for defensive equity income in this environment.

Tiffany Holland, Head of Partnerships at Cultiv8, sits down with Dan Winson founder at Zetifi, and James Niemeyer, a precision Ag. specialist who has adopted Zetifi's Technology, to discuss ESG considerations necessary for responsible and sustainable expansion.

Charlotte O'Meara Senior ESG specialist, explains the Responsible Investing Curve and the diverse approaches to sustainable Investing.