Latest commentary

The central bank ‘higher for longer’ thesis has been the dominant market theme in recent months. Yesterday the RBA asserted its membership of that club with a set of forecasts and commentary that implied the likelihood of Australian rates being on hold until well into 2025.

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Higher For Longer Club

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Don't over wait to overweight...

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Hello (again) CINDY!

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Media

Kapstream wins KangaNews 'Credit Manager of the Year' award for the fourth time in five years!

For the fourth time in five years Kapstream Capital was honoured to be awarded Australian Credit Fund Manager of the Year in the 2021 KangaNews awards! Hugely grateful to the market participants who voted for us, and to our many longstanding clients and industry partners, we thank you for your invaluable support over the past fifteen years, while looking forward to those ahead.

Deficit financing task helped by RBA's hard 'no' to negative rates

Kapstream Portfolio Manager, Daniel Siluk sits down with the AFR to discuss the government’s deficit financing task, his time in the US working alongside Bill Gross and the risks posed by the US election.

FS Private Wealth Cover Story: Kumar Palghat

Recently retired co-founder Kumar Palghat made his money as a star fund manager, first at PIMCO and then at Kapstream. Nearly a year after announcing his retirement, he’s turning his investment prowess towards managing his family’s money.

Kapstream awarded KangaNews 2019 Australian Credit Fund Manager of the Year... for the THIRD year running!

For the third consecutive year Kapstream Capital is delighted to be awarded Australian Credit Fund Manager of the Year in the annual KangaNews Awards. The award is based on the votes of market participants through a thorough and intensive polling of those involved in the Australian and New Zealand debt markets.

Kapstream launches active ETF on Chi-X exchange

Kapstream became one of the first to launch an active fixed income ETF on the 15th October 2019. Listed as ‘XKAP’ and forming part of the ActiveX ETF range offered by partners Fidante, it makes the flagship ‘Kapstream Absolute Return Income Fund’ available for the first time within a listed vehicle. A short video featuring senior portfolio manager Dan Siluk introducing the ETF can be viewed by clicking on the title link above, and the associated media release can be viewed here. For more detail about the listed ActiveX Kapstream Absolute Return Income Fund (Managed Fund), please click here.

Kapstream cuts retail fees on flagship fund

In collaboration with Fidante (as Responsible Entity), Kapstream recently completed a review of the fees charged to retail investors in the Kapstream Absolute Return Income Fund, determining to reduce the fee from 0.70% to 0.55% with effect from 1st October 2019. The formal disclosure notice can be found here, with a short article also appearing in the Financial Standard here.

Kapstream awarded Australian Credit Fund Manager of the Year... for the second year running!

Kapstream is honoured to be voted Australian Credit Fund Manager of the Year by KangaNews, for the second year running. The award is based on the votes of market participants through a thorough and intensive polling of those involved in the Australian and New Zealand debt markets. “To be recognised by industry peers, investors and partners in credit markets for a second year running is a great privilege and acknowledges our framework of active management through credit macro positioning, relative value trading and fundamental analysis”.

Kapstream appoints analyst, promotes internally

Kapstream Capital welcomed a new credit analyst this week and announced internal promotions for three of its investment team members.

KangaNews Awards 2017 - Kapstream awarded Australian Credit Fund Manager of the Year!

Kapstream is honoured to be voted Australian Credit Fund Manager of the Year by KangaNews, which since their inception in 2007 remain entirely based on the votes of market participants through a thorough and intensive polling of those involved in the Australian and New Zealand debt markets. “As one of the most active fixed income managers in Australia, Kapstream has earned its place as one of the most reputable participants in domestic credit markets, and to be recognised for this by our industry peers and partners is a great privilege”.

Key Fixed Income Decisions & Themes

Kumar Palghat outlines the key themes and decisions investors face in thinking about fixed income portfolios.

Portfolio Managers Nick Maroutsos and Dan Siluk ring the NYSE Opening Bell!

In celebration of the successful November 2016 launch of the Janus Henderson Short Duration Income ETF (NYSE: VNLA, managed under the Kapstream/Janus Henderson Global Macro Fixed Income flagship ‘cash plus 2-3%’ strategy), Nick Maroutsos and Dan Siluk were invited to ring the opening bell at the NYSE on Tuesday 10th October.

Kapstream mindset and the swinging pendulum

, Kapstream 2016 Adviser Roadshow

Kumar Palghat discusses the mindset of the Kapstream team in constructing the portfolio.

Will low interest rates save the economy?

Steve Goldman and James Bloom from Kapstream penned an article for Switzer around the long term effects of prolonged low interest rates. Click on the link to find out more.

How can I invest?

The global absolute return fixed income specialist.