
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.

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.

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.

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.

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?

20 Mar 25
Insight
Fixed Income
Quick View - The Fed’s March decision: Hard data trump policy uncertainty
Daniel Siluk explains that, despite the potential for tariffs to adversely impact both inflation and economic growth, the Federal Reserve (Fed) had little choice but to largely maintain its current policy course due to steady economic data.

13 Mar 25
Insight
Fixed Income
Insights from 20 Years in Credit Investing
Pete Robinson shares his insights on the evolution of Challenger Investment Management and the lessons that have shaped their approach to credit markets over the past two decades.

07 Feb 25
Insight
Fixed Income
Kapstream: Ausbiz TV Interviews
The Kapstream team share their market insights in these short video interviews with Ausbiz.