18 July 2023 • By Karen Chan • 1 min read
The mid-point of 2023 has just been reached and right now, investors are facing tension. Interest rate and inflation tensions have dominated most of t...
READ MOREWhen Dr Raphael Arndt, chief executive officer of Australia’s Future Fund, makes a public statement, it makes investors sit up and take notice. I...
READ MOREThe year 2022 posed significant challenges for various asset classes, but the tides have turned in 2023, showcasing a remarkable resurgence in investm...
READ MOREWe believe the tide has turned in uranium and we’re entering the next nuclear renaissance. For investors, this creates the opportunity to take advan...
READ MORESustainable investment is rapidly evolving. At its core is a philosophy that balances current needs against not compromising the needs of future gener...
READ MOREPortfolio manager Daniel Graña from Janus Henderson explains how emerging market companies are embracing innovation, deglobalisation, and decarbonisa...
READ MOREThe year 2022 was a very challenging year for the bond market and sustainable bonds were no exception. Yet, there are reasons to remain optimistic abo...
READ MOREInstead of asking by how much or whether the Reserve Bank of Australia (RBA) should increase cash rates, we should be asking why it controls cash rate...
READ MOREFor many global investors, it is perhaps completely understandable if they have spent the first part of this year asking themselves, “What just happ...
READ MOREIf there was ever a market environment where “Quality” is expected to perform —– it is now. Q1 2023 arguably marked the “first act” of wha...
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