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.
Alceon rides tailwinds to deliver for yield-conscious investors
Investor awareness of the private debt sector is growing, and will only grow more as the dedicated funds in the marketplace continue to rack up strong...
Slow interest rate retreat keep senior secured loans in frame for 2024
In the near to medium term, the group forecasts "ample opportunity" in the loan asset class to generate higher than average returns while maintaining a minimal...
Discipline in lending: why non-bank property finance is gaining ground
As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.
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...