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

Find out how the Impax Asset Management team deliver returns despite the noise (and risks of) being carried away by the green narrative.

Fidante welcomes global long-short manager, System Capital, as its latest affiliate.

The Fed’s latest decision leaves investors questioning whether rate cuts are merely on hold or have reached their end. With economic resilience and political uncertainty in play, rate volatility is likely to persist.

Named after Janus, the Roman god often depicted with two faces (one that looks to the past and one to the future), January is the month of new beginnings. The month we put lessons from the past year into action, and the month we navigate the economic predictions for the year ahead.

Emerging markets are poised for a resurgence in 2025, driven by robust fundamentals, attractive valuations, and opportunities in key regions like China, Indonesia, and Vietnam, making this an opportune time for investors.

As we swing into the holiday season and the parcels from Black Friday continue to land on your doorsteps, it felt apt to unzip the “Buy Now, Pay Later” (BNPL) industry in more detail; particularly focusing on Zip. BNPL has transformed from a nascent industry into a mature, fully-fledged component of retail payments.

The outlook for Australian equities in 2025 suggests a more cautious and nuanced market environment, with potential for sector and stock rotations, driven by earnings outcomes and market leadership, while the focus will shift from macro factors to individual stock performance amid high valuations and uncertain economic conditions.

Looking into 2025, we share perspectives from Impax's Listed Equities, Fixed Income and Private Markets teams.