05 May 26
Insight
Australian Equities
Global Equities
Inside Alphinity’s earnings-first approach to the Australian market
In this Livewire video, Andrew Martin explains how Alphinity finds stocks with genuine earnings momentum.
30 Apr 26
Insight
Fixed Income
Podcast | Inside Trump's pick to replace Jerome Powell
With a major leadership change looming at the US Federal Reserve, what could it mean for monetary policy, inflation, and Australian investors? Kapstream’s Kris Bernie joins the Australian Investors Podcast to unpack the implications.
29 Apr 26
Insight
Fixed Income
Quick View: The Fed’s April Decision – More Than Meets the Eye
Daniel Siluk explains why the Federal Reserve (Fed) has the latitude to be patient as it waits to see how the U.S.-Iran war impacts not only aggregate inflation but also growth prospects for the U.S. and the world.
23 Apr 26
Insight
Alternatives
Proterra Asia Completes Acquisition in Brown & Haley, Maker of the Iconic ALMOND ROCA
Proterra Investment Partners Asia ("Proterra Asia"), through its Proterra Asia Food Fund 3, today announced the completion of its acquisition of Brown & Haley, a Tacoma, Washington-based confectionery company.
17 Apr 26
Insight
Fixed Income
Kapstream: Ausbiz TV Interviews
The Kapstream team share their market insights in these short video interviews with Ausbiz.
14 Apr 26
Insight
Global Equities
The Mispriced Megatrend Hiding in Plain Sight, and Why It’s Accelerating Now
A multi-decade shift is underway, driven by energy, AI and climate risk, yet markets may still be underestimating the opportunity.
13 Apr 26
Insight
Global Equities
Navigating Energy Shocks and the AI Revolution
James Clark speaks with Impax founder and CEO Ian Simm about sustainable investing, the risks and opportunities emerging from the energy transition and AI, and the long-term investment case for sustainability.
13 Apr 26
Insight
Global Equities
Investing in an Era of Extreme Weather
A Sustainable Markets Initiative report exploring how asset owners and managers can build more resilient portfolios.
07 Apr 26
Insight
Alternatives
Raising the bar in the universe of Liquid Alternatives
Fulcrum Asset Management explores how liquid alternatives can move beyond superficial diversification and play a more meaningful role in portfolio construction amid today’s increasingly complex market environment.