ESG integration within the securitised debt market is not as widely discussed relative to other asset classes and yet there are significant considerations in this space. Identifying ESG issues is important not only when reviewing transactions and the underlying loan portfolios themselves, but also when reviewing the origination processes used by the lender to market these loans and agree terms with customers.

Financial markets are at an interesting juncture, with equity indices at an all-time high and forecast central bank cuts promising relief to wary fixed income investors. Inflationary pressures are moderating, and fears of a major economic downturn seem to have evaporated. For many, the much-desired Goldilocks scenario appears to be playing out.

Dr Joseph Lai, from Ox Capital talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.

Over the past five years, bond markets have experienced a remarkable transformation that has reshaped the investment landscape. However, from the pandemic to the rising macro-economic pressures of today, fixed income continues to play an important role in portfolio construction. To maximise the benefits of this asset class, it is crucial to understand what has driven this market evolution and where it is likely to head next.

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value and more.

Since its inception in the 1970’s, the global asset backed securities market has evolved beyond mortgage-backed assets to include loans secured by autos, equipment, credit card/personal loan receivables as well as high yield corporate loans. As the range of investment opportunities has grown, there is an opportunity for enhanced yield compared to similarly rated corporate credit.

Chinese equities are trading at extremely attractive levels, and in our view, the outlook is highly prospective for long term investors.

The saying that all good things must come to an end is a bittersweet reflection of reality. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong. Perhaps this is understandable given the potential for higher interest rates to stifle economic growth and an increasingly complex geopolitical environment.

In this episode we explore the disproportionate impact of modern slavery on women and girls and what investors can do about the issue.