26 Mar 24
Insight
Alternatives
How credit investors are navigating rate cuts and geopolitical volatility
Confidence is back - but volatility isn't going anyway for investors. Ares' Samantha Milner shares her views on how Ares is investing.
26 Mar 24
Insight
Global Equities
Silent enablers of the global tech boom in Asia
In this article Impax explain how these structural trends are combining with consumer technology product lifecycles to create selective opportunities for long-term investors focused on the Asian technology sector.
22 Mar 24
Insight
Fixed Income
Striking the right note: The Fed opts for policy continuity
Portfolio Manager Daniel Siluk believes that effective monetary policy has created conditions in which cautious investors can judiciously add risk by seeking high-quality and attractively yielding assets.
13 Mar 24
Insight
Beyond Uncertainty: Building resilient portfolios at the Defensive Markets Forum
Challenger and Fidante welcomed 228 advisers and investors nationwide to our Defensive Markets Forum.
07 Mar 24
Insight
Australian Equities
Global Equities
ESG in 10 -Episode 15: The disproportionate impact of modern slavery on women and girls
In this episode we explore the disproportionate impact of modern slavery on women and girls and what investors can do about the issue.
06 Mar 24
Insight
Australian Equities
Finding Alpha Podcast | Reporting season, what you need to know
Catherine Allfrey from WaveStone Capital takes a look at the recent reporting season, sharing her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.
13 Feb 24
Insight
Australian Equities
Finding Alpha Podcast | Avoiding pitfalls in the small cap market
Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.
13 Feb 24
Insight
Fixed Income
Evolution of bond markets and where to next?
Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important.
08 Feb 24
Insight
Australian Equities
Small is beautiful
As the world grapples with the complexities of the energy transition, this article, by Eiger Capital, explores the resurgence of nuclear energy, emphasizing its efficiency and smaller land footprint compared to other renewables.