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News & Insights

Read the latest news and insights on public and private credit market investing from the Challenger IM team.

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What we're watching
25 Feb 2026 | Insights

What We’re Watching: Becoming wary of software

Many of you will have seen news over the past few weeks regarding the US Private Credit sector’s exposure to software and flow on concerns regarding the impact of AI on the software businesses. Investor concerns have centred around those managers who are most exposed with most press articles focussed on Blue Owl Capital as […]

In the Media
23 Feb 2026 | In the Media

Which side of the AI trade are you on? Credit investors are undecided

Pete Robinson says credit investors are only just beginning to confront how the AI revolution reshapes risk, with outcomes increasingly dependent on which side of the AI trade they are on.

Market Reviews
14 Feb 2026 | Insights

From Record Issuance to Renewed Opportunity: European & Australian ABS in Focus

2025 Wrap-up and 2026 Outlook 2025 closed as another strong year for the European and Australian ABS markets despite intermittent macro uncertainty. Investors continued to demonstrate robust demand, supporting spread compression amid record issuance volumes. For 2026, we expect elevated funding needs and stable performance across core collateral types, alongside ongoing innovation in new and […]

Recent Insights

    All
    What we're watching
    25 Feb 2026 | Insights

    What We’re Watching: Becoming wary of software

    Market Reviews
    14 Feb 2026 | Insights

    From Record Issuance to Renewed Opportunity: European & Australian ABS in Focus

    What we're watching
    19 Dec 2025 | Insights

    What We’re Watching: Review of 2025

    What we're watching
    21 Nov 2025 | Insights

    What We’re Watching: Responding to ASIC’s surveillance

    What we're watching
    29 Oct 2025 | Insights

    What We’re Watching: Quarterly Report – September 2025

    Market Reviews
    29 Oct 2025 | Insights

    The boom in Australian securitised credit

    Market Reviews
    07 Oct 2025 | Insights

    European & Australian ABS: 2025 review and outlook for the remainder of the year

    What we're watching
    29 Sep 2025 | Insights

    What We’re Watching: Watching the flows

    Report
    06 Sep 2025 | Insights

    Enhancing the credit premium: Securitised Credit a compelling alternative to Investment Grade Corporate Credit

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    Recent Conversations

      All
      23 Jan 2026 | Conversations

      Navigating Illiquidity: Expert Insights from Challenger Investment Management

      29 May 2025 | Conversations

      Market volatility and the lessons from the past

      15 Apr 2025 | Conversations

      The contrarian opportunity in CRE debt

      13 Mar 2025 | Conversations

      Pete Robinson Joins Lonsec’s ‘In the Spotlight’

      22 Aug 2024 | Conversations

      Pete Robinson joins Mergermarket for a fireside chat on corporate governance issues

      16 Aug 2024 | Conversations

      Finding Alpha Podcast | Too good to be true?

      06 May 2024 | Conversations

      Ensombl Investment Podcast

      26 Apr 2024 | Conversations

      Exploring private credit trends with Gerard Hargraves from Challenger Investment Management

      28 Feb 2024 | Conversations

      Invest it Best Podcast: Private Credit with Pete Robinson

      Recently in the Media

        All
        23 Feb 2026 | In the Media

        Which side of the AI trade are you on? Credit investors are undecided

        Pete Robinson says credit investors are only just beginning to confront how the AI revolution reshapes risk, with outcomes increasingly dependent on which side of the AI trade they are on.

        23 Jan 2026 | In the Media

        10 Aussie and global fixed-income funds that excelled in 2025

        The Challenger IM Credit Income Fund has been named by Livewire Markets as one of the top fixed income funds that excelled in 2025.

        17 Sep 2025 | In the Media

        Challenger IM raises $350m for listed credit structure

        Challenger Investment Management has raised $350 million during the offer period for its new ASX-listed investment structure.

        12 Aug 2025 | In the Media

        Overwhelming demand for Challenger’s $350m listed fund

        ASX-listed retirement product provider Challenger is set to secure $350 million for its listed debt fund within a day of its fundraising launch.

        12 Aug 2025 | In the Media

        New Challenger IM notes seek to raise $350m

        Challenger Investment Management will launch a floating rate note on the ASX in a bid to raise $350 million that will be invested in private credit strategies.

        12 Aug 2025 | In the Media

        Challenger IM launches ‘first-of-its-kind’ note structure to the ASX

        The launch marks the firm’s further expansion into the increasingly popular private credit market.

        28 Jul 2025 | In the Media

        Here’s why fixed income has a good shot at beating equities

        Stocks, bitcoin, gold, house prices and even meme stocks are back. In a world where market fundamentals are so out of sync, fixed income may be a good place to hide.

        10 Jun 2025 | In the Media

        In Trump’s world nothing is certain, not even taxes

        The Trump administration is playing a dangerous hand, assuming that foreign investors and corporations have no choice but to remain in US markets.

        29 May 2025 | Conversations

        Market volatility and the lessons from the past

        With the recent market mayhem global investors have endured, it can be beneficial to look back in time and the take stock of the lessons learnt and how they can be applied to navigate what may be a bumpy road ahead. Challenger Investment Management’s Head of investment strategy, Pete Robinson, joined the Financial Standard podcast […]

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