Ox on the Ground: Vietnam’s Accelerating Transformation
Vietnam is rapidly positioning itself as a leading growth market in Asia, fuelled by sweeping policy reforms, unprecedented infrastructure investment, and a young, digitally driven population. During our recent visit to Ho Chi Minh City, the optimism was palpable - policy shifts are unlocking private sector momentum, modernising industries, and fuelling a new wave of growth.
Proterra Asia makes first investment in Laos with blueberry venture
Proterra Investment Partners Asia (“Proterra Asia”), has made its first investment in Laos, through Proterra Asia Food Fund 3 (“PAFF3”), backing a new blueberry cultivation project in Paksong.
Mid-Year Outlook: At the Crossroads of Stagflation - What’s Next?
Listen to Apollo Chief Economist Torsten Sløk discuss the growing list of headwinds facing the economy, including tariffs, trade deal uncertainty, and geopolitical conflict.
Don't miss the mark(et): Why Private Markets matter now
In this episode of Finding Alpha, James Clark is joined by Anna Kirkby to explore the growing appeal of private markets.
Investing in earnings leadership (and 2 ASX examples)
Stuart Welch shares how Alphinity hunts for and invests in companies displaying earnings leadership, shares why those revisions need to be driven by real fundamentals, and provides a bull case for two ASX names that meet the criteria.
After years in the shadows, here’s where to find future long-term winners
Are emerging markets coming out of their adolescence? After years in the shadows of developed markets, emerging markets are beginning to outperform. Dr Joseph Lai believes the shift isn’t just a phase.
Solvency II and Derivatives - Part 1
Over the next few months, we’ll be releasing a short series of papers exploring how Solvency II (SII) applies to the use of derivatives within a pure relative value investment strategy. This first paper lays the groundwork for the series by outlining how we understand the core principles of SII as they relate to derivatives in a pure RV context.
Introduction to Private ABS: Securitisation Warehouses
Securitisation warehouses, a type of private asset-backed securities, are the pre-curser to public asset-backed securities. They can offer a substantial yield pickup over public markets and investors can gain attractive risk-adjusted returns and meaningful portfolio diversification benefits from this sub-asset class. What are securitisation warehouses?
Kapstream: Ausbiz TV Interviews
The Kapstream team share their market insights in these short video interviews with Ausbiz.