Oil prices surged on supply fears in the wake of Israel’s attack on Iran, but the long-term outlook will be shaped by Iran’s response, as well as OPEC.
Insights
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
Where we see revenue streams emerging and broadening the AI ecosystem’s opportunity set.
Innovation in reasoning models is driving a pivot in AI infrastructure demand.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
Emma Lawson, Fixed Interest Strategist - Macroeconomics, discusses the contrasting economic landscapes and credit ratings of Western Australia and Victoria, with a focus on whether these ratings are accurately priced and where the most advantageous returns lie.
During a recent site visit in Birmingham, UK, Portfolio Manager Tal Lomnitzer discovers a world of sustainable biomaterial-based packaging.
Jonathon Costello, Client Portfolio Manager, Fixed Income discusses the advantage of active management in times of economic uncertainty and how high quality defensive credit can be enhanced by portfolio insurance.
Assessing the market reactions following the previous two U.S. credit rating downgrades to provide perspective on the May 16 downgrade by Moody’s.
Assessing the potential impact of President Trump’s “most favored nation” drug pricing policy on biopharma companies.
Viewing the Earth as an "island" underscores the importance of evaluating the systemic risks of overconsumption.