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At our latest Investment forum, our panellists discussed where investment opportunities lie, given equity markets have continued to rally and bond yields have fallen. They considered the risks to equities, given their current elevated valuations and where value could emerge in the year ahead.

Ahead of the LGT Climate Conference, two featured speakers - Tom Kline of Climate Tech Partners and Tom McQuillen of ReGen Ventures share insights into the kinds of technologies attracting capital, the signals they look for when it comes to investing and how Australia can play a pivotal role in...

Investors are bracing for turbulent waters ahead. Ongoing Geo-political tensions, including trade wars, conflict in Ukraine and Israel, and the accelerating AI arms race, continue to pose risks to global stability.

Investors are bracing for turbulent waters ahead. Ongoing Geo-political tensions, including trade wars, conflict in Ukraine and Israel, and the accelerating AI arms race, continue to pose risks to global stability.

Six months ago at our last investment forum, the key debate was whether the Fed could meet the market on rates and the implications of the US elections with a Trump victory likely.

Six months ago at our last investment forum one of the key messages on the macro front was "that the mission of central banks had yet to be fully accomplished". While global growth had continued to moderate, US activity appeared resilient and inflation prints had been sticky.

2024 has been an eventful year in US politics. From a disastrous debate performance from President Joe Biden, to an assassination attempt on his Republican predecessor, Donald Trump, the events leading up to the 2024 US presidential election have been like no other.

The past few years have been eventful for investors. Not only have we experienced a global pandemic, rising geo-political risk, and massive fiscal and monetary interventions—but rising inflationary pressures and higher interest rates have also rattled investors.

While global economic growth has continued to moderate, recent sticky inflation prints highlight that the mission of central banks has yet to be fully accomplished.