Earnings Acceleration: Beyond Growth & Value Equities, Webinars Based on a recent global study by American Century Investments, we investigate the effectiveness of earnings acceleration on significant and durable excess returns for the equities portfolio. Read More
Sustainability Dilemmas in Fixed Income ESG, Fixed Income & Credit, Webinars In partnership with TwentyFour Asset Management, we addressed the challenges in implementing a ‘true’ style of ESG investing fixed income. Read More
Future Proofing Real Estate Portfolios Real Estate, Webinars In partnership with PATRIZIA, this webinar focused on how investors can build a resilient real estate portfolio in a post-pandemic world. Read More
Future of the Internet in Asia Equities, Innovation, Webinars The role that the internet plays in people’s lives will continue to expand, business models will continue to evolve, the sources of innovation will continue to grow and regulation will continue to adapt. Read More
Healthcare Innovation in China Emerging Markets, Equities, Innovation, Webinars Many investors would be surprised to learn that China is transforming its healthcare ecosystem into one that is incubating a promising culture for future healthcare innovation. Read More
Achieving Net Zero Targets ESG, Webinars Governments and institutions are now formally committing to do more by legislating or setting “Net Zero” targets in the near future. This will have a major impact on economies and markets. Read More
Idiosyncrasies of Credit Risk in US Utilities Fixed Income & Credit, Webinars In partnership with Capital Group, [i3] hosted a webinar to discuss US utilities within the global corporate bond sector. Read More
Nuances of Australian Private Credit Fixed Income & Credit, Private & Alternative Markets, Webinars In this webinar co-hosted with IFM Investors, we examined the market for local (Australian) private credit, and discuss the portfolio construction considerations for investors. Read More
Value Rotation in Emerging Markets Emerging Markets, Equities, Webinars It currently appears that we have a bubble in technology stocks, as in 2001. But this time round, it is combined with a deep global recession and a heightened focus on sustainability. Read More