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Analysis

06 February 2024 • By Scott Osborne • 1 min read

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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Losers can still add value: The case for long/short investing

Winners get so much attention but don’t forget the losers. They can add value too, says Acadian’s Jean-Christophe de Beaulieu. The phrase “wo...

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Australian investors poised to embrace private markets in 2024

Less than 15 per cent of US companies with over $100 million in revenue are publicly listed. Individual investors control about 50 per cent of global ...

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The end of declining capital intensity

The inflation ambush of 2022 ended a decades-long downward trajectory for interest rates. While rates may fall a bit as the effects of tight financ...

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How investors can ride the green bond wave

Investors are currently able to access historically high yields without needing to move too far along the risk spectrum. This has meant continued stro...

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US recession looms over economy, positioning portfolio for defence

While the US economy has been surprisingly resilient in 2023, the risks are mounting. It’s likely the world’s biggest economy is headed for recess...

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