Join Hamish Chamberlayne, Portfolio Manager for the Global Sustainable Equity Fund, as he looks to navigate through 2024 and provides an update on the portfolio.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Join Shan Kwee, Portfolio Manager for the Sustainable Credit Fund, as he provides an outlook on the portfolio and the movements for credit markets in 2024.
Join Jay Sivapalan, Head of Australian Fixed Interest, as he shares how bonds can impact your portfolio this year and give an update on the Tactical Income Fund and Australian Fixed Interest Fund, plus what is in store for fixed income investors in 2024.
Join Darko Kuzmanovic, Portfolio Manager for the Global Natural Resources Fund, as he gives an update on the portfolio and shares his investment outlook on what 2024 has in store for the resources sector.
Shifting narratives can quickly reverse but might some be permanent?
Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
The Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
What happens beyond peak inflation and can central banks navigate a soft landing with their inflation ‘blinkers’ on?
By means of 10 charts we explore why we believe active management can be desirable when investing in fixed income.
Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.
Some of our high yield and risk experts explain the different measures of risk in high yield bonds and show how a deeper understanding of them can reveal potential opportunities.