
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.

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.

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.

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.

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.

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.

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.

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.

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.