Dr Joseph Lai, from Ox Capital talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.

The Money of mine team sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.

Ares discusses how credit spreads and default rates are important metrics to consider when evaluating credit markets; however, taking a single number into account to qualify such a diverse market is likely to lead to missed opportunities

Michael Burry and Steve Eisman were among the few investors who spotted the rotten state of CDOs. But CLOs are, thankfully, different.

In this episode of the Netwealth Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity.

What drives private credit’s outsized yield and lower risk, and is it sustainable?

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value and more.

Kapstream discusses the uncertain economic outlook and the likelihood of Australian rates remaining high until 2025, benefiting fixed income investors with high yields and low volatility

In this episode of ESG in 10, we delve into the crucial intersection of AI and responsible investing. Explore key insights from Alphinity and CSIRO’s Data61 Responsible Investment Framework.