2022 was an unsettling year for investors. With equities and bonds declining in tandem, the roles of fixed income as a defensive allocation and a portfolio diversifier were called into question. Fixed Income Investment Director Flavio Carpenzano explores what has changed in 2023 and explains how investors can benefit from selective exposure to bonds for portfolio resilience in uncertain times.FOR PROFESSIONAL INVESTORS ONLY. Past results are not a guarantee of future results. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

Will the growth of renewable energy help usher in a new industrial renaissance? Judging from the early momentum of this dynamic movement — which is getting a funding boost from the recently passed Inflation Reduction Act — it’s highly probable, say equity investment analysts Gigi Pardasani and Dominic Phillips. Here they address the arguments of renewables skeptics and suggest areas of opportunity for long-term investors.FOR PROFESSIONAL INVESTORS ONLY. Past results are not a guarantee of future results. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

With the bear reign continuing for equity markets and a novel inflation scenario, is fixed income the safe port in the storm? Our presenter for this episode is Harry Phinney, Fixed Income Investment Director. He tells us why now is the time for fixed income to be back in favour and where he sees opportunities across all categories in this asset class.FOR PROFESSIONAL INVESTORS ONLY. Past results are not a guarantee of future results. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

As equity market leadership undergoes a significant change, which sectors are positioned to deliver on investors’ goals? The stronger contenders are companies that can self-fund innovation and growth and tap into diverse revenue streams and growing global demand. Investment Director Matt Reynolds explores these characteristics and more in the health care sector.FOR PROFESSIONAL INVESTORS ONLY. Past results are not a guarantee of future results. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

High inflation, rising rates, bear markets, recession. How might investors approach building an all-weather portfolio against this stormy backdrop? In this episode, Matt discusses how market leadership in equities can be expected to change and explores characteristics that could position sectors and companies to thrive in the next economic phase.FOR PROFESSIONAL INVESTORS ONLY. Past results are not a guarantee of future results. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

Is Australia heading towards its first recession in more than three decades? With the US now in a technical recession, Investment Director Matt Reynolds considers what this means for Australian investors, and discusses how lessons from past recessions might influence portfolio management during this time of uncertainty.FOR PROFESSIONAL INVESTORS ONLY. Past results are not a guarantee of future results. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.