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Global Perspectives: Inside the world of responsible mining

30 Jun 2025

In this episode, Senior Investment Manager Tal Lomnitzer and Chief Responsibility Officer Michelle Dunstan explore the critical role of natural resources and how integration of financially-material Environmental, Social and Governance (ESG) factors is essential for mining companies as they navigate the complexities of geopolitical and environmental challenges.

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Investment outlook mid-year 2025

12 Jun 2025

Market GPS Investment Outlook Mid-Year 2025 provides expert views to help navigate market trends and portfolio opportunities in the second half of 2025.

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Time for a bigger slice of high yield bonds?

17 April 2025

US trade policy uncertainty has led to a sharp rise in yields for high yield bonds. Fixed Income Portfolio Managers Brad Smith, Brent Olson and Tom Ross consider what current yield levels might mean for investors and whether it may be an opportune time to consider an increased allocation.

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Navigating stormy seas: Capturing resilience through European securitised

10 April 2025

With the discourse around tariffs significantly driving up market volatility, investors have been plunged into a sea of uncertainty. Head of Secured Credit Colin Fleury, Portfolio Manager Ian Bettney and EMEA Client Portfolio Manager Lead Kareena Moledina explore the importance of historical context, starting yields, and the critical role of diversification.

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