10 May 24
Insight
Alternatives
Targeting double digit returns by backing just 6 companies a year. Here’s how he does it?
We get a closer look at why investors should be considering agriculture investment - and specifically Agri-Food Tech - right now.
10 May 24
Insight
Alternatives
2 tech businesses helping Australian farmers stay best in class
In the world of agriculture, innovation goes hand in hand with the need to secure a nourishing future.
10 May 24
Insight
Global Equities
The green arc of steel’s transition
Impax discuss how emerging technologies are poised to reduce the steel industry’s environmental impact, creating compelling investment opportunities in the sector.
24 Apr 24
Insight
Australian Equities
The Great Reversals
Ben Goodwin explores the three key economic shifts of our era: decarbonisation, deglobalisation, and inflation. These trends disrupt established global economic patterns and have important implications for future investment strategies.
24 Apr 24
Insight
Western Inflation: How Sticky is it…. Really?
After peaking at double digit growth rates, Western inflation has fallen significantly in the past 12 months. On the surface, that’s encouraging and sets the stage for rate cutting cycles amongst major central banks.
19 Apr 24
Insight
Fixed Income
Troubled Times Ahead?
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.
17 Apr 24
Insight
Alternatives
Apollo Academy
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.
17 Apr 24
Insight
Australian Equities
7 commodities to watch in this complex market
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.
17 Apr 24
Insight
Alternatives
Office, will the brave be rewarded?
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.