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Don't miss the mark(et): Why Private Markets matter now
26 Jun 25 Insight

Don't miss the mark(et): Why Private Markets matter now

In this episode of Finding Alpha, James Clark is joined by Anna Kirkby to explore the growing appeal of private markets.
Investing in earnings leadership (and 2 ASX examples)
24 Jun 25 Insight Australian Equities Global Equities

Investing in earnings leadership (and 2 ASX examples)

Stuart Welch shares how Alphinity hunts for and invests in companies displaying earnings leadership, shares why those revisions need to be driven by real fundamentals, and provides a bull case for two ASX names that meet the criteria.
After years in the shadows, here’s where to find future long-term winners
24 Jun 25 Insight Global Equities

After years in the shadows, here’s where to find future long-term winners

Are emerging markets coming out of their adolescence? After years in the shadows of developed markets, emerging markets are beginning to outperform. Dr Joseph Lai believes the shift isn’t just a phase. 
Solvency II and Derivatives - Part 1
24 Jun 25 Insight Fixed Income

Solvency II and Derivatives - Part 1

Over the next few months, we’ll be releasing a short series of papers exploring how Solvency II (SII) applies to the use of derivatives within a pure relative value investment strategy. This first paper lays the groundwork for the series by outlining how we understand the core principles of SII as they relate to derivatives in a pure RV context.
Introduction to Private ABS: Securitisation Warehouses
23 Jun 25 Insight Fixed Income

Introduction to Private ABS: Securitisation Warehouses

Securitisation warehouses, a type of private asset-backed securities, are the pre-curser to public asset-backed securities. They can offer a substantial yield pickup over public markets and investors can gain attractive risk-adjusted returns and meaningful portfolio diversification benefits from this sub-asset class. What are securitisation warehouses?
Kapstream: Ausbiz TV Interviews
12 Jun 25 Insight Fixed Income

Kapstream: Ausbiz TV Interviews

The Kapstream team share their market insights in these short video interviews with Ausbiz.
Proterra Asia invests in Thailand’s largest edamame processor, LACO, to support international growth
11 Jun 25 Insight Alternatives

Proterra Asia invests in Thailand’s largest edamame processor, LACO, to support international growth

Proterra Investment Partners Asia (“Proterra Asia”), has made its largest investment to date through its Proterra Asia Food Fund 3 (“PAFF3”) in Lanna Agro Industry Co., Ltd. (“LACO”), Thailand’s leading producer and exporter of frozen edamame.
Beyond Borders: AI, Geopolitics & Growth in EMs
10 Jun 25 Insight Global Equities

Beyond Borders: AI, Geopolitics & Growth in EMs

In this episode, Dr. Joseph Lai from Ox Capital joins Claudia Ramsey to discuss emerging market strategies for 2025. From the impact of geopolitical tensions and trade shifts to the rapid adoption of AI and the growth potential in markets like China, India, and Vietnam, this episode uncovers strategies for identifying tomorrow's market leaders.
In Trump’s world nothing is certain, not even taxes
10 Jun 25 Insight Fixed Income

In Trump’s world nothing is certain, not even taxes

The Trump administration is playing a dangerous hand, assuming that foreign investors and corporations have no choice but to remain in US markets.