GLOBAL INVESTMENT INSIGHTS

“Investors should fade fear and favour fundamentals, adopting a ‘risk-on’ approach given a goldilocks-lite macroeconomic backdrop characterised by supportive policy, operational excellence, and secular evolution. Lean into sources of cyclicality, specifically those buttressed by secular growth drivers.”

- Nick Giorgi is the Chief Equity Strategist at Alpine Macro, where he is responsible for leading a boutique equity research franchise with a focus on identifying actionable investment opportunities and optimally positioning tactical strategy across equity sectors, themes, styles, factors, and market cap.

Alpine Macro advise sovereign wealth, hedge funds, long-only institutions, family offices, and private wealth clients across the world. 

Nick will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Thursday, 12 March 2026 in Sydney CBD, New South Wales. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“In 2026, private credit is not a one-size-fits-all solution. Dispersion across strategies, structures, and managers means results are increasingly determined by portfolio construction, not market beta. For patient capital, the edge comes from building portfolios that are diversified, selectively sourced, structurally disciplined and tailored specifically for the Australian credit marketplace.”

- Phil Strano is Head of Credit Research at Yarra Capital Management, where he oversees the development and implementation of investment strategies across a range of credit asset classes. Phil provides market insights and supports the firm's investment teams to ensure portfolios are positioned to meet client objectives in evolving economic conditions. 

A core part of Phil's role is balancing risk and return through multi-sector credit strategies to help their clients navigate an increasingly complex market environment.

Phil will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“European small caps are a particularly attractive hunting ground for new ideas. The investable universe of roughly 2,000 companies below the €2 billion market-cap threshold offers higher growth potential compared to large caps. Thinner sell-side coverage and weaker investor communication create more frequent mispricing and wider price-value gaps.”

- Francisco De Juan is the Chief Investment Officer of Alantra EQMC AM, where he leads a hands-on, constructive engagement strategy that brings private equity-style value creation to pan-European listed small caps (up to €2 billion market cap). EQMC runs a concentrated, high-conviction portfolio of around 15 companies, taking relevant minority stakes in exceptional businesses while maintaining a strict value discipline. 

Francisco will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“Capital is essential for companies to grow. Historically, this was provided by public markets. However, since the GFC equity markets have been undergoing a structural transformation. The most innovative and ambitious companies are scaling privately.”

- Alan Coffey is Director, Private Companies at Baillie Gifford, where he is responsible for working with investors globally, outlining the important role that private growth equity plays in portfolios, and helping them access great growth companies through Baillie Gifford’s dedicated strategies and investment solutions.

Alan is a senior member of Baillie Gifford’s Private Growth team, having joined the firm last year, bringing over 20 years’ experience in private equity across leading institutions.  

Alan will be presenting at Global Investment Institute’s upcoming Family Office Investment Forums, taking place on Tuesday, 17 March 2026 in Sydney CBD, New South Wales and Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“After several years dominated by A.I. leaders, Munro expects earnings growth to broaden across sectors, regions, and market capitalisations in 2026. Easing inflation, the roll-off of tariff impacts, and more supportive policy settings create opportunities in infrastructure, healthcare, security, and select small and mid-cap stocks.”

- Nick Griffin is a founding Partner and Chief Investment Officer of Munro Partners, where he is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of our proprietary investment process.

Nick has worked in financial services for over 25 years, with more than 20 years of experience managing global long and short equity mandates.

Nick will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Thursday, 12 March 2026 in Sydney CBD, New South Wales. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.