The saying that all good things must come to an end is a bittersweet reflection of reality. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong. Perhaps this is understandable given the potential for higher interest rates to stifle economic growth and an increasingly complex geopolitical environment.

Apollo Global Management believes that alternatives will play a key role in helping investors tackle current portfolio challenges. That is why they have created the Apollo Academy.

Ben Goodwin, Portfolio Manager at Merlon Capital Partners joined Livewire Markets Signal or Noise commodities special to discuss the intersection of commodities and the global economy.

The commercial office sector has certainly been a topical theme of late. Do recent trends represent long term structural changes or a short-term cyclical challenge that we’ve seen before? Commercial property specialists, Elanor Investors Group, looked to answer this question for investors in its inaugural quarterly real estate thematic update last week.

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed.

During the recent reporting season, we witnessed what appeared to be significant volatility around company result announcements.

Greencape Capital has won Fund Manager of the Year – Domestic Equities – Large Cap award at the Morningstar Australia Awards 2024.

As we wrap up the first quarter of 2024, we present a collection of invaluable perspectives from our Fidante Affiliates, as they share their insights on the February Reporting season, opportunities for the year ahead, and reflections on past learnings which may shape the future investment landscape. Dive into this curated collection of insights from our experts.

By 2030, more than 60% of the world’s population will live and eat in Asia. In this episode we dissect the complexities of this evolving landscape, exploring the shifting demographics and evolving dietary habits driving the surge in food demand across Asia.