Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Responsible investing doesn't mean having to forego performance. Join Hamish Chamberlayne, Head of Global Sustainable Equities, as he discusses striking the balance between building a portfolio of companies that positively contribute to society, whilst generating attractive returns. Hamish will also provide a portfolio update and some stand out names to look out for in 2025.
Please join us for an update on the Global Multi Strategy Fund with Client Portfolio Manager, Alistair Sayer. Alistair will be covering portfolio updates, recent performance and why now is a great time to be in the alternatives space.
Join Josh Cummings, Portfolio Manager for the Global Research Growth Fund, as he talks U.S election results and implications for investors, consumer stocks to watch and the 2025 outlook for the Fund.
Join Portfolio Manager, Shan Kwee, as he discusses how active management strategies and nuanced credit investing can lead to positive returns for investors. Shan will also give an update across both of our credit strategies, Diversified Credit & Sustainable Credit.
With gold at all time highs in September, the time to consider resources is now. Join Portfolio Manager for the Global Natural Resources Fund, Daniel Sullivan, as he highlights some top names to watch out for in the resources sector and gives his outlook for the remainder of 2024 and beyond.
Is the golden age of Fixed Income still ahead - and what does this mean for Australian bond investors? Join Jay Sivapalan, Head of Australian Fixed Interest, as he discusses the implications that rate changes will have on the Australian market, hybrids and consumer slowdown, plus gives an update on our flagship strategies, the Tactical Income and Australian Fixed Interest Funds.
In our latest panel discussion portfolio manager Andy Acker, research analyst Agustin Mohedas, scientist Dr. Stephen Harrison and Akero's CEO Andrew Cheng, detailed the remarkable advances in disease categories that previously had limited treatment options, like NASH, a severe form of nonalcoholic fatty liver disease.
Join our Balanced strategy portfolio managers as they discussed the strategies current positioning, short-term headwinds, outlook and how the strategy’s long history of navigating economic downturns has proven to capture less downside than the broader equity market. Today’s unsettled economic environment, with heightened uncertainty in both the equity and bond markets, is leaving investors feeling
