Thursday 30th June 2022
Bentham unpacks current investment landscape and opportunities in credit investing
Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.
Skin in the game and the value of distraction-free credit
While the debate around private credit continues to split views among advisers, the question of alignment could be the most important one a client or adviser...
Local PE market facing $25 billion value-at-risk reckoning
Australian investors have poured money into private equity (PE) investments in recent years, but asset valuations are prone to the same combination of multiple...
Private credit set to surge as cooling inflation frees up borrower appetite
2023 may have had its challenges, but the cream of the private credit crop still managed to write plenty of loans. As inflation cools, the outlook for non-bank...
Why the best private markets entry point might be a single deal
FinCap’s Christian Ryan says the combination of a managed account and a direct co-investment channel isn’t just a product decision. It’s a deliberate...
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.
Private equity is no longer a category call
MLC’s Rachael Lockyer says private equity outcomes now depend far more on manager selection than broad asset allocation.
The next great technology winners may be built long before public markets can access them
StepStone’s Phil Cummins says technology’s biggest value creation is increasingly happening in private markets, and that has major implications for how...