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Is the epic comeback of Chinese equities just the beginning?
21 Mar 25 Insight Global Equities

Is the epic comeback of Chinese equities just the beginning?

While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?
Quick View - The Fed’s March decision: Hard data trump policy uncertainty
20 Mar 25 Insight Fixed Income

Quick View - The Fed’s March decision: Hard data trump policy uncertainty

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.
Insights from 20 Years in Credit Investing
13 Mar 25 Insight Fixed Income

Insights from 20 Years in Credit Investing

Pete Robinson shares his insights on the evolution of Challenger Investment Management and the lessons that have shaped their approach to credit markets over the past two decades.
On the Road with Alphinity: Santos Carbon Capture and Storage Project in Moomba, South Australia
03 Mar 25 Insight Australian Equities Global Equities

On the Road with Alphinity: Santos Carbon Capture and Storage Project in Moomba, South Australia

The Moomba Carbon Capture & Storage Project, capturing 10% of South Australia's annual CO2 emissions, is among the largest and most cost-effective globally. Jess Cairns visited the site opening to gain deeper insight into this potential turning point for CCS in Australia.
DeepSeek is much more than the Sputnik Moment
27 Feb 25 Insight Global Equities

DeepSeek is much more than the Sputnik Moment

The rise of Chinese innovation, exemplified by platforms like DeepSeek, TikTok, and Temu, highlights the country's rapid technological advancements driven by intense domestic competition and a shift toward high-quality, sophisticated products. With a strong foundation in robotics, renewable energy, and AI, China is poised to extend its cost and quality advantages globally, reshaping industries and challenging traditional leaders in the tech and manufacturing sectors.
Kapstream: Ausbiz TV Interviews
07 Feb 25 Insight Fixed Income

Kapstream: Ausbiz TV Interviews

The Kapstream team share their market insights in these short video interviews with Ausbiz.
The end of the Magnificent Seven's reign may be a boon for this investing strategy
05 Feb 25 Insight Global Equities

The end of the Magnificent Seven's reign may be a boon for this investing strategy

Find out how the Impax Asset Management team deliver returns despite the noise (and risks of) being carried away by the green narrative.
European & Australian ABS: Rounding up 2024 and looking ahead to 2025
04 Feb 25 Insight Fixed Income

European & Australian ABS: Rounding up 2024 and looking ahead to 2025

2024 was yet another positive year for the European & Australian Asset Backed Securities (ABS) markets with record issuance and continued robust performance and resilience. We review the year that was here, along with our key areas of focus for 2025.
MEDIA RELEASE: System Capital
03 Feb 25 Insight Alternatives

MEDIA RELEASE: System Capital

Fidante welcomes global long-short manager, System Capital, as its latest affiliate.