The contrarian opportunity in CRE debt
How have gaps in the commercial real estate (CRE) lending market created new opportunities for non-bank lenders?
Australian Credit is a Great Place to Be
Explore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital.
Beyond 60/40: Private Assets in an Era of High Public Valuations
A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.
20 Years of Excellence in Alternative Credit Markets
Since 2005, Challenger Investment Management has been an active investor in public and private credit markets, managing over $16 billion in assets and delivering strong, risk-adjusted returns through disciplined and innovative investment strategies.
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
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
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.
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.