The surge in private and public investments in infrastructure and 'new economy' industries, coupled with the onshoring trend, is expected to sustain strong demand for equipment rental services in the US construction sector through the decade.

Apollo Global Management's Eric Hanno believes there are attractive alternatives to listed equities.

A common theme in 2024 has been ongoing demand for corporate bonds. As to be expected, institutional investors have favoured higher quality investment grade bonds, but demand for sub-investment grade (high yield) and private credit has also been strong.

On The Australian Investors Podcast, Alphinity Investment Management’s Trent Masters talks with Owen Rask to talk earnings surprise and value capture.

AI has certainly created a buzz over the past couple of years.  While a lot of attention has been focussed on Nvidia, the global poster child for the AI sector, there has been a raft of cascading effects that have trickled down to related industries.  An obvious one is data centres.

The tailwinds investors have enjoyed for the past few decades are abating and are unlikely to return in the immediate future, meaning a rethink of where returns will come from is required.

Impax's 2024 Impact Report celebrates a decade of measuring and reporting the impact of our investments beyond financial returns.

In this ensombl podcast episode, host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets.

Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024.