Small caps roar back with a lead over the ASX200… but can they hold the mantle or is safety in the giants?

While tariffs from the US are consistently making headlines, their effect on the emerging economies can often be overlooked by investors. Speaking with Joseph Lai, principal and chief investment officer at Ox Capital, he explains thoroughly how investors can capitalise from opportunities presenting around the theme.

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

Australian small-caps no longer deliver a return premium simply by virtue of their size, making passive approaches unsuitable for the asset class. However, inefficiencies in the market create strong opportunities for skilled active managers like Lennox Capital Partners to generate alpha through disciplined stock selection.

Three years of strong investment performance and counting

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

In this thought piece, Apollo share their view on how they believe private infrastructure has remained resilient due to its inflation protection, stability, and policy support, though large-cap risks persist.

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

Pete Robinson shares his views on staying nimble through volatility, finding value in private credit, and why fair value always matters.