Kris Bernie, Portfolio Manager at Kapstream provides a brief comment on the FED statement which saw interest rates held, inflation control prioritised, and no discussion of rate cuts until later in 2024, suggesting the importance of patience in portfolio duration exposure.

The US 10-year bond yield drives global markets as shown in recent weeks, as Treasuries sold off and many assets repriced. A key question in markets is: How much higher will yields go? Are they about to top? Or is there significantly more upside to come?

PRI in Person, 2023- What global investors think about responsible investment with Alphinity and Impax

Fidante has won the Distributor of the Year award for the 4th consecutive year at the Zenith Fund Awards.

David Haddad discusses the recent revival of the uranium industry, attributing it to factors like rising spot prices and increased interest in nuclear energy as a low-carbon alternative.

While some climate-related challenges have known solutions, like the transition to clean energy, others – like biodiversity loss – are barely even understood

Reviewing the research that demonstrates the financial materiality of physical, transition and adaptation risks to companies, issuers and their investors.

Charlotte O'Meara, Senior ESG specialist, explains Engagement versus Divestment and whether it's better to divest an asset that doesn't align with an investment manager's ESG goals, or engage with management to influence change.

The world is experiencing an acute inflation shock, but one key question we must ask, is how this impacts the transition to a sustainable economy?  If we don’t get the transition right, could it worsen future inflation hurdles?