The hunt for income is on: Here’s where these fund managers are looking.

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

Kapstream discusses navigating 2025’s volatility with a focus on income, liquidity, and active credit management.

Explore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital.

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.

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.

Kapstream discusses the uncertain economic outlook and the likelihood of Australian rates remaining high until 2025, benefiting fixed income investors with high yields and low volatility

Portfolio Manager Daniel Siluk believes that effective monetary policy has created conditions in which cautious investors can judiciously add risk by seeking high-quality and attractively yielding assets.

Kapstream argue that a resilient U.S. economy and decelerating inflation allow the Federal Reserve (Fed) to return the policy rate to a neutral stance without placing either component of its dual mandate at risk.