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Analysis

12 March 2024 • By Anna Rosenberg • 1 min read

The upside of geopolitical uncertainty

In an era of rising geopolitical uncertainty, it is tempting for investors to succumb to pessimism. But look closer and there is more to be excited ab...

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EMD is back with a vengeance

Emerging market debt (EMD) is a distinct subset of global fixed income, comprising debt securities from developing economies. Investors in Australi...

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Tech stocks look set to potentially continue AI-led hot streak

After dominating equity markets in 2023, technology stocks are showing no signs of letting up in the new year with the S&P 500 having already soar...

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What is making operational due diligence harder for Australian institutional investors?

In response to directives from the prudential regulator, the imperative for super funds and institutional investors to bolster their operational contr...

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ESG in China: A hidden opportunity or investment misstep?

China has long captured the attention of global investors. However, as environmental, social, and governance (ESG) factors continue to rise to the for...

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The evolution of bond markets and where to next?

Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing gl...

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Private credit is a globally attractive opportunity – investors should take notice

Large institutional investors around the globe now include global private credit as a core portfolio component, including the Future Fund and industry...

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Time to rethink traditional thinking in emerging markets

The external environment affecting emerging markets (EM) has materially changed in recent years, with slowing global growth and tightening financial c...

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Is it time for bonds to shine?

To say that it has been a challenging period for bond investors in recent years is not an exaggeration. Back in 2022, bond values plunged as inflat...

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Seizing the opportunities in a new era for global equities

Our view is that we are operating in a different environment from the one that supported equities for much of the period after the global financial cr...

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