NEWS & INSIGHTS
Can’t take the heat? Take out the carbon
If you’ve ever baked a pizza, ironed a shirt, or dried your socks on a radiator, you’re more familiar with...
Should investors worry about tariffs?
The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields and...
The Secondaries Surge: Reflections on 2024 and the Road Ahead for 2025
The secondaries market has emerged as a critical pillar of private equity, experiencing record-breaking activity in 2024 with deal volume...
It Takes a Village: The Semiconductor Industry’s Vital Equipment Suppliers, in Four Charts
Just about anything with an on-off switch contains a semiconductor chip, but only a few companies produce them, and a...
Meet the ‘emotionless’ fundies that keep outperforming
By Joanne Tran from the AFR. Twenty years is a long time in a market saturated with equity funds, but...
What a Trump presidency means for sustainable investors
We’ve heard a lot about the ‘Trump Trade’ in the aftermath of the US election. This describes the huge stock...
EVs are dead? – Long live EVs!
There has been a lot of doom and gloom in the media about the prospects for battery electric vehicle (EV)...
ASA Virtual Investor Summit 2024: Unlocking Global Private Credit with Dean Weinbren
Global private credit is one of the fastest growing asset classes over the last 15 years, driven mainly by the...