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The financial impact of diversity and culture
24 Aug 23 Insight Global Equities

The financial impact of diversity and culture

Piecing together the research connecting people, policies and company performance.
 Sovereign debt market demands clear transition to renewables
09 Aug 23 Insight Fixed Income

Sovereign debt market demands clear transition to renewables

Governments that perform poorly in managing climate change transition may encounter difficulty finding investors to buy their sovereign debt, that is the finding of a research paper led by Dr Laura Ryan.
New study indicates gender identity an important factor in likelihood of promotion
25 Jul 23 Insight Fixed Income

New study indicates gender identity an important factor in likelihood of promotion

Those identifying as female employed in financial services are substantially less likely to be offered an unsolicited promotion than those identifying as male. However, those identifying as female are more successful at receiving a promotion when they request it.
Digital transformation, circular economy, and other places this fundie finds global leaders
25 Jul 23 Insight Global Equities

Digital transformation, circular economy, and other places this fundie finds global leaders

Impax is launching its Global Opportunities Fund in Australia. Find out what it is all about.
Agri-Food Tech Investments: Unlocking the Potential Beyond Profits
25 Jul 23 Insight Alternatives

Agri-Food Tech Investments: Unlocking the Potential Beyond Profits

While Australia’s Agri-Food Tech market is still in its early stages, it is experiencing remarkable growth, with over 2500 Agri-Food Tech enterprises across the country.
ESG in 10: Episode 9- The Australian Green Bond Program, with Ardea
24 Jul 23 Insight Fixed Income

ESG in 10: Episode 9- The Australian Green Bond Program, with Ardea

Tamar Hamlyn, portfolio manager at Ardea Investment Management, takes us through the developments in the green bond space in Australia and what this means for sovereign bond investors.
US Recession: Cancelled, or just Delayed?
21 Jul 23 Insight

US Recession: Cancelled, or just Delayed?

Assessing recession risk has been harder than normal in recent quarters, with the pandemic clearly creating unusual behaviour in various parts of the economy. With the US stock market sharply higher than its March trough, led by AI/long duration growth stocks, the recession argument is being challenged.
Don’t wait to overweight fixed income…
19 Jul 23 Insight Fixed Income

Don’t wait to overweight fixed income…

Kapstream discuss the current fixed income landscape and share their insights on current risks and opportunities for investors.
Bonds don’t need to be negatively correlated with equities
06 Jul 23 Insight Fixed Income

Bonds don’t need to be negatively correlated with equities

Fidante sat down with Head of Research at Ardea Investment Management, Dr Laura Ryan and Portfolio Manager, Tamar Hamlyn to discuss the role of government bonds in an equity heavy portfolio.