ESG Insight: The debate around plastic packaging has intensified significantly over the last two years. But as sustainability concerns have increased, the long held thesis on plastic packaging investment is being questioned. Michael Ward explores why there isn’t a clear solution to the problem of plastics.
Market Narratives
The onset of a global pandemic has led to a dislocation in global financial markets and the re-basing of asset prices and valuations across every asset class. In this environment of extreme volatility and uncertainty, Investment Magazine brings you timely insights from investment experts responsible for managing risk and finding new opportunities.
articlePrivate Equity
Investors backing PE credit push in desperate yield hunt: Mehmet
Private equity is taking over the lending ranks from the banks, says Lonsec analyst Ron Mehmet. As volatility tapers off again, demand for alternative fixed income yield in Australia is making alternative avenues more and more attractive.
articleAbsolute Returns Conference Digital 2020
Multi-asset investing taking on a new role: Vontobel’s Seiler
With savings plans failing to generate returns due to rock-bottom interest rates, Daniel Seiler from Vontobel Asset Management has predicted investors will begin to develop multi-asset portfolios rather than just cash, instead of just taking on straight equity exposure.
articleMarket Narratives
Finding ‘crisis alpha’ through systemic investing
Many may have argued central bank stimulus has destroyed trends and manipulated markets, but that doesn't mean new trends can't emerge, even if they are not as predictable, Kathryn Kaminski explains.
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