Developing and distributing active funds,
locally and around the globe.
There seems to be a widespread belief that the market will decline – and yet it continues to rally. So what’s going on? Join Portfolio Managers Kristiaan Rehder and Stuart Larke of Kardinia ... read article
With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to set the shape of yield curves. In the US, investment ... read article
Is government debt bad or good? What it means The government fiscal response to COVID-19 and the associated forced shut-down of the economy has been significant. In our view, there is little ... read article
Over the past decade, investment allocations to private infrastructure have more than quadrupled from $129 billion to $582 billion [1]. This increased flow of funds into the asset class is ... read article
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