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Analysis

24 May 2023 • By Masja Zandbergen • 1 min read

Managing short-term sustainability pressures with long-term drivers

You might say that sustainable investing had an “annus horribilis” in 2022. High headline inflation was driven by the war in Ukraine and the ac...

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Gas outlook: The changing role of LNG in energy markets

The expansion of the global natural gas market has led to the growing importance of liquefied natural gas, or LNG, as an increasingly crucial element ...

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Risk-return profiles of private credit

There is increasing investor interest in private debt. The market is already estimated to be US$1.2 trillion ($1.48 trillion) — and with private cre...

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Net zero in the federal budget: Steering clear of stranded assets is key to navigating Australia’s energy transition

The federal government announced two net-zero measures in the lead-up to the federal budget: the establishment of a new net zero authority and changes...

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The long tail of the banking crisis

The unravelling in the US banking sector affirms the sense of foreboding and a recalibration of the balance of risks in our outlook. More so than a...

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The power of nominal values: A key to investment success

Economic transactions have been taking place at increasingly higher dollar levels. Nominal GDP growth has been stronger in the past two years than at ...

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Hybrid investment opportunities may be hiding in plain sight

Like any active investment manager operating in the broader fixed income space, Daintree Capital is constantly seeking to unearth hidden value across ...

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Prepare for the worst (while hoping for the best)

Anyone who has been in markets long enough knows that stress in the financial sector is often the first sign of real trouble. Even if the failure o...

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Ready for a pause? Bond market outlook

Despite all the chaos of the first quarter, one thing is looking clearer: the post-pandemic bear market has given way to a new bull market in bonds. T...

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Emerging markets back in favour

The global economy faces myriad challenges in 2023. The Russian-Ukrainian conflict enters its second year with no end in sight, tighter monetary poli...

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