The Inside Network’s industry-first ESG Retreat brings together leaders from every major pool of capital in Australia to focus on the transformative change occurring in capital markets as pressing societal, environmental and sustainability issues come to the fore.
Grant Webster from Ninety One goes in-depth with Peter White from The Inside Network on “Investing in Emerging Market Debt”.
Despite the -16.3 per cent year-to-date (YTD) performance, we are impressed with the resilience of emerging market (EM) equities. In any year with the S&P down 19.9 per cent, the US Dollar (USD) up 7.2 per cent, Russian assets marked to zero, and China locking down its two largest cities, one would rightly cover their…
Don Gunawan, Head of Institutional & CIO Sales of Mirae Asset Global Investments Australia discuss “The Case for Investing in Asia”.
An allocation to municipal bonds by non-US investors may provide a high quality and differentiated fixed income exposure to a portfolio. With an increase in issuance and market size, investors outside the United States are expanding their search for yield to a hitherto unexpected place: US municipal bonds. US municipal bonds offer generally higher nominal…
The current challenges and opportunities facing the EM asset class from the perspective of allocators and consultants has highlighted three questions that are top of mind for EM Debt Investors. How vulnerable are EMs to current macro challenges?Since the start of the year, we have been in a bond bear market with yields rising and…
Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.
I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts. I am looking at the future of…
Harindra de Silva from Allspring Global Investments shares insights with James Dunn from The Inside Network on “What areas of the market are exciting and which are concerning?”
Harindra de Silva from Allspring Global Investments shares insights with James Dunn from The Inside Network on “What are the lessons from the market’s reactions to Covid-19?”
