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Investment Management
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Investors typically access natural resources through either commodities or equities, but the outcomes can look very different over time.
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Investment Management
Discover US opportunities amid the uncertainty
Hear from US investment specialists on the trends that matter most.
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Investment Management
Why true active management matters more than ever
Stuart Dunbar explains that active management remains essential to long-term value creation in listed equities.
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Investment Management
Oil, Iran and global supply chains: Why duration matters for markets
The recent Iran-related escalation in the Middle East has moved beyond a short-term oil shock.
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Investment Management
The HALO effect
The case for investing in heavy asset/low obsolescence assets.
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Investment Management
Exploring sanctions complexity and compliance challenges
What is the regulatory outlook for the remainder of the year?
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Investment Management
ABS: A portfolio diversifier for volatile times
With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities could be a valuable diversifier for...
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Investment Management
Energy self-sufficiency in the age of shocks
The Iran war has again raised the issue of not relying on resources from war zones, but electrification is not keeping up with geopolitical events.
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Investment Management
Why equity benchmarking matters in multi-asset portfolios
Why take a global approach to benchmarking?
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Investment Management
Securitised credit: A new route to portfolio resilience?
In a market environment with tighter spreads and geopolitical volatility rising, strategies that are diversified and offer attractive income are resonating with investors.
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Investment Management
What does it take to invest well?
Richard Oldfield discusses the case for a patient approach to active management.
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Investment Management
A brAIve new world for high yield
The global data centre and AI buildout is expected to require between $5 trillion and $7 trillion in capital investment.
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