Mark Bayley joins Livewire to discuss how the role of fixed income is shifting, with higher yields and more volatility creating a very different opportunity set for investors

Two powerful forces have reshaped global markets in 2026. First, the conflict in the Middle East has led to surging energy prices and supply disruptions. Second, the rapid adoption of AI is driving an extraordinary capital investment cycle in data centres resulting in a new era of energy demand.

At the helm of his inaugural meeting, Federal Reserve Chairman Kevin Warsh affirmed that the central bank’s attention is squarely focused on price stability while also laying out a reform agenda. Head of Global Short Duration and Liquidity Daniel Siluk elaborates.

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

Nicholas Chamoun, General Manager at Fidante, explores how the traditional 60/40 model is being challenged as equity–bond correlations turn positive, prompting advisers to rethink long-held portfolio assumptions.

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.

James Clark speaks with Fawaz Chaudhry from Fulcrum about two of the dominant forces shaping markets today: the rapid rise of AI and ongoing disruption in global energy markets.

In this episode of the Finding Alpha podcast, Anna Kirkby is joined by Jerome Yim, Co-Head of Challenger Solutions, to explore how systematic, multi-strategy investing can deliver more consistent and uncorrelated returns.

In this video Dylan Bourke and Kris Bernie, portfolio managers at Kapstream Capital, provide an update on the impact of the Iranian conflict and the prolonged closure of the Strait of Hormuz on global fixed income markets and the macroeconomic landscape.