Kapstream Capital

Looking for diversification using Fixed Income? Kapstream Capital combines capital preservation techniques with unconstrained portfolio management skills in the pursuit of stable, absolute returns. The Kapstream Absolute Return Income Active ETF (XKAP)* offers access to: 🌏 A global, diversified portfolio of predominantly investment grade fixed income securities 🔎 Stable income across market cycles with minimal volatility and capital preservation 💲 Potentially higher levels of returns compared to cash. Learn more today at https://lnkd.in/gwfKHCp8 #etfs #listedfunds #investing #globalequities *The Fund is issued by Fidante Partners Limited AFSL 234668. Consider appropriateness to your situation and read the PDS & TMD on our website.

What does the US election aftermath mean for markets? And how does private credit fit into today’s portfolios? Mark Bayley CFA from Kapstream joins the Fixated podcast to share his insights, covering topics like: • Private Credit’s role in diversification • Higher-yield opportunities in securitised warehouse financing • Key considerations for fees and risks 🎧 Don’t miss this deep-dive into the private credit asset class! Listen now PODCAST: https://lnkd.in/gKAdUNcG #PrivateCredit #FixedIncome #Kapstream

Recently on ausbiz, Kapstream’s Dylan Bourke, CFA joined Nadine Blayney and David Scutt discussing the US economy's growth, election volatility, its potential effect on yields and global and Australian fixed income markets, as well as risks and opportunities in credit markets. #ausbiz  https://lnkd.in/gm3anwme

Global Macro Portfolio Manager Robert Roszkowski was thrilled to join the recent UNSW AIS panel, sharing insights on global markets and risk management. Thanks to everyone who participated in the discussion!

Recently on ausbiz, Kapstream’s Mark Bayley CFA highlighted the growing trend of companies turning to private credit funds and opting for payment-in-kind coupons to conserve cash amidst rising debt burdens. https://lnkd.in/gpS5eE5B

We are thrilled to announce that our three fixed income funds have been upgraded to “Recommended” by Lonsec in their latest review. If you would like to learn more about our funds the Kapstream Absolute Return Income Fund, Kapstream Absolute Return Income Plus Fund or XKAP the Active ETF, click https://ow.ly/8h4I50TO271 or contact the Fidante BDM team. https://ow.ly/ANO350TO26Z  Past performance is not a reliable indicator of future performance. The ratings issued for the Funds (assigned October 2024) is published by Lonsec Research. For important information about these ratings visit: https://ow.ly/RYGp50TO270$ The Funds are issued by Fidante Partners Limited AFSL 234668. Consider appropriateness to your situation and read the PDS & TMD on our website.

Great to talk to Georgie Lee and KangaNews about the implications on investors of APRA’s disclosed plans to phase out the use of AT1 bonds.  https://lnkd.in/gJ3hYG8v

Dylan Bourke, CFA joins ausbiz, discussing the expected implications of the 50bp rate cut by the Fed and the likely impact on the RBA. Also, APRA’s recent proposed changes to the capital framework for banks, the impact on T1, T2 bonds and how investors may look to fulfil their income needs with T1 instruments likely to disappear. https://lnkd.in/guZVwgeV

Kapstream's Dylan Bourke, CFA enjoyed discussing corporate hybrids with Cecile Lefort. Check out the The Australian Financial Review article below for insights into the growing significance of hybrid investments. https://lnkd.in/gEDAQPrV

Mark Bayley CFA joins ausbiz to discuss ASIC's scrutiny of private credit, the importance of true diversification, and the risks of property concentration in Australian portfolios. https://lnkd.in/ggbpVEHn