08 Feb 24
Insight
Global Equities
Take good care: investing in enhanced wellbeing
From hearing aids to vitamins, solutions that boost wellness can tap into growing demand. In this article, Impax Asset Management describe how solutions that boost quality of life can tap into growing demand.
01 Feb 24
Insight
Fixed Income
Not so fast: The Fed exercises a circumspect approach
Kapstream argue that a resilient U.S. economy and decelerating inflation allow the Federal Reserve (Fed) to return the policy rate to a neutral stance without placing either component of its dual mandate at risk.
31 Jan 24
Insight
Fixed Income
Key Themes for 2024
Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead. In fixed income, these notes are usually heavily focused on macro forecasts around the level and direction of interest rates.
25 Jan 24
Insight
Alternatives
How alternatives can address your 60/40 portfolio blues
Individual investors have long been told that a diversified portfolio of public equities and bonds is the key to a successful retirement plan. While that held true for a long time—especially in the past 14 years when expansionary monetary policy compressed the cost of capital and bolstered publicly traded risky assets...
25 Jan 24
Insight
Fixed Income
The Three Levers in Fixed Income
Within Fixed income, there are two well-known levers, duration and credit. In addition, there is also a lesser known third lever, Pure Relative Value investing. This third lever provides compelling diversification benefits when blended with duration and credit.
11 Jan 24
Insight
Alternatives
Apollo Market Insights 2024
Eric Hanno, Co-Head of Apollo Aligned Alternatives, shares Apollo's macro perspectives.
03 Jan 24
Insight
Global Equities
Outlook 2024 | Why prospects for a more sustainable economy remain undimmed
Impax share their perspectives on key themes that they believe will shape opportunities in global markets in 2024 and beyond.
12 Dec 23
Insight
Fixed Income
ESG in 10 -Episode 14: Why Europe is the region leading Sovereign Green Bond issuance, with Ardea
Charlotte O'Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown.
12 Dec 23
Insight
Alternatives
Bloomberg TV | Potential benefits of alternatives in an individual's portfolio
Stephanie Drescher, Apollo Global Management Chief Client and Product Development Officer, on the potential benefits of alternatives in an individual's portfolio with Bloomberg TV.