20 June 2023 • By Johann Plé • 1 min read
The 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...
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Instead 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...
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For many global investors, it is perhaps completely understandable if they have spent the first part of this year asking themselves, “What just happ...
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If 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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What a difference a few years can make. Since the late 2010s, we’ve seen Australian superannuation funds ramping up their collective exposure to dir...
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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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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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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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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 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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