Tuesday 21st April 2026
At INAUS: Investment Leaders Forum in Noosa, Bryan High of Barings tells James Dunn that private credit’s expansion demands discipline. He warns against “due diligence light,” stressing rigorous underwriting and a strict bottoms‑up focus on cash‑flow sensitivity and structural protections to ensure resilience and investor confidence in 2026.
John Stover outlines a flexible credit strategy that blends investment-grade and high-yield bonds, rotating exposures in response to market conditions to...
Ernest Biasi from Thinktank Asset Management speaks to James Dunn at The Inside Network’s Alternatives Symposium in Cape Schanck, VIC on what really...
Why infrastructure sits at the heart of modern economies, the appeal of listed assets, and Asia’s long-term growth potential, with insights from Susanta...
Victor Mayer from Pantheon speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia, on private credit...
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...
Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...
