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Introducing the Impax Global Opportunities Strategy
16 Apr 25 Insight Global Equities

Introducing the Impax Global Opportunities Strategy

The Impax Global Opportunities Fund invests in companies possessing sustainable competitive advantages, across listed equity markets and sectors, in order to seek to achieve long-term capital growth.
The contrarian opportunity in CRE debt
15 Apr 25 Insight Fixed Income

The contrarian opportunity in CRE debt

How have gaps in the commercial real estate (CRE) lending market created new opportunities for non-bank lenders?
Investing in Private Markets
27 Mar 25 Insight

Investing in Private Markets

Fidante's Investing in Private Markets video series.
Australian Credit is a Great Place to Be
27 Mar 25 Insight Fixed Income

Australian Credit is a Great Place to Be

Explore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital.
China Rejuvenation
26 Mar 25 Insight Global Equities

China Rejuvenation

China is transitioning from a construction-driven economy to one focused on innovation and high-value industries, with global leaders emerging in sectors like EVs, robotics, and renewables. While the property market adjustment has been challenging, signs of economic recovery and sustainable growth are becoming evident.
Beyond 60/40: Private Assets in an Era of High Public Valuations
26 Mar 25 Insight Alternatives

Beyond 60/40: Private Assets in an Era of High Public Valuations

A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.
Why is the U.S. “Middle Market” Important?
25 Mar 25 Insight Alternatives

Why is the U.S. “Middle Market” Important?

Midsize U.S. companies, the heart of the economy, are mostly private and inaccessible through traditional ETFs or mutual funds, requiring private equity and credit investments. In this article, Ares explore the opportunity for investors.
20 Years of Excellence in Alternative Credit Markets
24 Mar 25 Insight Fixed Income

20 Years of Excellence in Alternative Credit Markets

Since 2005, Challenger Investment Management has been an active investor in public and private credit markets, managing over $16 billion in assets and delivering strong, risk-adjusted returns through disciplined and innovative investment strategies.
Is the epic comeback of Chinese equities just the beginning?
21 Mar 25 Insight Global Equities

Is the epic comeback of Chinese equities just the beginning?

While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?