
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?

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.

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.

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.

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.

07 Feb 25
Insight
Fixed Income
Kapstream: Ausbiz TV Interviews
The Kapstream team share their market insights in these short video interviews with Ausbiz.

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.

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.

03 Feb 25
Insight
Alternatives
MEDIA RELEASE: System Capital
Fidante welcomes global long-short manager, System Capital, as its latest affiliate.