How Kapstream Is Balancing Global Shocks and Fixed Income Yields

Dylan Bourke joined Livewire Markets’s Fund in Focus to explore one of the big questions in markets right now: can the AI investment boom outweigh the inflationary pressure coming from global supply shocks?

Why Fixed Income Has Stopped Being the Boring Part of Your Portfolio

Mark Bayley joins Livewire to discuss how the role of fixed income is shifting, with higher yields and more volatility creating a very different opportunity set for investors

How the Iranian Conflict Has Reshaped Fixed Income

Dylan Bourke and Kris Bernie provide an update on the impact of the Iranian conflict and the prolonged closure of the Strait of Hormuz on global fixed income markets and the macroeconomic landscape

Podcast | Inside Trump’s Pick to Replace Jerome Powell

With a major leadership change looming at the US Federal Reserve, what could it mean for monetary policy, inflation, and Australian investors? Kapstream’s Kris Bernie joins the Australian Investors Podcast to unpack the implications.

Livewire | How to Invest $100,000 for Income: 3 Experts Go Head-to-Head

In this special panel session for Livewire Markets’ 2025 Income Series, three seasoned portfolio managers share their sharply contrasting strategies and what they believe are the biggest risks and opportunities on the horizon.

Outlook: Navigating Volatility With Conviction

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