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Australia
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.
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?
Quick View - The Fed’s March decision: Hard data trump policy uncertainty
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.
Insights from 20 Years in Credit Investing
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.
Kapstream: Ausbiz TV Interviews
07 Feb 25 Insight Fixed Income

Kapstream: Ausbiz TV Interviews

The Kapstream team share their market insights in these short video interviews with Ausbiz.