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What To Do About Stock Based Compensation?
08 May 23 Insight Australian Equities

What To Do About Stock Based Compensation?

Eiger Capital's, Victor Gomes explains the potential return of Stock Based Compensation (SBC) to its origin of tech start-up land in the not-too-distant future.
Perspectives on Zero: Unpacking the Inflation Reduction Act
05 May 23 Insight Global Equities

Perspectives on Zero: Unpacking the Inflation Reduction Act

Hubert Aarts and Shahbano Soomro of Impax Asset Management recently joined Escala Partners podcast 'Perspectives' to talk about the US Inflation Reduction Act.
Dividends are not the most important metric this bank earnings season. This is.
04 May 23 Insight Fixed Income

Dividends are not the most important metric this bank earnings season. This is.

Global banking was rocked to its core in March. But it's still not 2008 Mark II, argues Pete Robinson of Challenger Investment Management.
The Fed reaches its predicted terminal rate – now what?
04 May 23 Insight Fixed Income

The Fed reaches its predicted terminal rate – now what?

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.
The Global Banking Crisis: Is Another Domino Set To Fall?
03 May 23 Insight

The Global Banking Crisis: Is Another Domino Set To Fall?

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.
Market Musings: The Tipping Point?
01 May 23 Insight Fixed Income

Market Musings: The Tipping Point?

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.
Investing in China
30 Apr 23 Insight Global Equities

Investing in China

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.
ESG in 10 - Episode 5: ESG linked remuneration, With WaveStone Capital
26 Apr 23 Insight

ESG in 10 - Episode 5: ESG linked remuneration, With WaveStone Capital

Kirsty Mackay- Fisher, Senior Analyst at WaveStone Capital joins the podcast to discuss her latest ESG research investigating remuneration structures for company executives.
ESG in 10: Episode 4 - Artificial Intelligence and Big Tech, With Alphinity
19 Apr 23 Insight

ESG in 10: Episode 4 - Artificial Intelligence and Big Tech, With Alphinity

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