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Insights: Equities

The Future of Listed Infrastructure

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Daniel Graña, Portfolio Manager for Emerging Market Equity at Janus Henderson Investors,

The Importance of Top-down in EM

Emerging Markets, Equities

When investing in emerging markets, you can’t ignore the top-down, Janus Henderson’s Daniel Graña says. If you do, you might end up with some nasty surprises.

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Vidhur Rangaswamy, Portfolio Manager, Tanarra

The Respectful Activist

Equities, Private & Alternative Markets

Activism doesn’t have to be confrontational. Instead, acting as a trusted adviser to companies often achieves a more lasting re-rating of the share price, Tanarra’s Vidhur Rangaswamy says.

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Barry Dargan, Chief Executive Officer and Lead Portfolio Manager, Intermede Investment Partners

Lessons from a Burst Bubble

Equities, Financial Crisis

Japan might not have fully recovered yet from the asset bubble burst of the 1980s, but this event provided some valuable lessons, some of which shape the investment decisions of Intermede’s Barry Dargan to this day.

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MarketFox Investment Commentary – Investment Innovation Institute

Inflation, Equities and Kryptonite

Equities, MarketFox

In this MarketFox column, we’ll explore the effects of high inflation on equities, what this means for equity investors and investors holding a “balanced” portfolio.

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AustralianSuper

AustralianSuper To Increase External Mandates

Asset Owners, Equities

AustralianSuper is committed to increase the amount of funds managed by external managers by 60 per cent to $80 billion.

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Dr. Warren McKenzie, Managing Director of HB11 Energy

Fusion as a Source of Clean Energy

Equities, Innovation

Recent advances in laser technology have brought clean energy generation from nuclear fusion a step closer, Dr. Warren McKenzie says. This could see a dramatic impact on energy prices.

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Henry He, Portfolio Manager at American Century Investments

Innovation in Healthcare

Equities, Innovation

The healthcare sector is at an inflection point, where decades of research is now starting to throw off innovative new therapies and treatments and this could very well lead to a ‘golden age’ for the sector, American Century Investments says.

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i3 Webinar with abrdn - Climate Scenario Analysis

Climate Scenario Analysis for Equities

Equities, ESG, Webinars

Realistically, energy transition will be uneven across sectors and geographies. Because the politics of climate mitigation varies considerably across the major economies, and abatement opportunities vary significantly across sectors, the transition is likely to proceed at different rates.

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[i3] Equities Webinar with PineBridge Investments | China: A ‘Known Unknown’ Risk in Equity Portfolios

China: A ‘Known Unknown’ Risk in Equity Portfolios

Emerging Markets, Equities, Webinars

The recent cascade of new regulations, impacting a wide range of sectors from fintech to property and private tuition, was widely perceived as a retrograde move by the government. With the economy largely market-driven over the last four decades, these sudden moves have taken equity markets by surprise.

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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