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Private Debt Dominance
23 Jul 24 Insight Alternatives

Private Debt Dominance

What drives private credit’s outsized yield and lower risk, and is it sustainable?
3 distinct opportunities available to the yield-seeking investor
23 Jul 24 Insight Alternatives

3 distinct opportunities available to the yield-seeking investor

These three investment ideas are designed to anchor your portfolio, generate outsized yield, and profit from deep discounts.
Internal Radio Theranostics
19 Jul 24 Insight Australian Equities

Internal Radio Theranostics

Although theranostics is a made-up fusion of two words, therapeutics and diagnostics, it has become an accepted new word, or neologism, to describe this rapidly emerging field of medical science. It seeks to be both a therapy and a diagnostic for cancer treatment.
Stewardship and Advocacy Report 2024
19 Jul 24 Insight Global Equities

Stewardship and Advocacy Report 2024

In Impax's seventh annual report, they showcase stewardship and advocacy activities in 2023 and summarise the outcomes arising from focused efforts.
The Evolution and Benefits of Equity Income Funds in Australia’s Growing Retirement Market
16 Jul 24 Insight Australian Equities

The Evolution and Benefits of Equity Income Funds in Australia’s Growing Retirement Market

Merlon discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.
Finding Alpha Podcast | Too good to be true?
12 Jul 24 Insight Fixed Income

Finding Alpha Podcast | Too good to be true?

Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin and illiquidity premium are appealing to investors looking for income.
Australian private credit is booming… What should investors look out for?
05 Jul 24 Insight

Australian private credit is booming… What should investors look out for?

Private credit is a relatively new asset class in Australia and has grown considerably in recent years. While the private credit opportunity may be moderating in the US interest among Australian investors may not yet have peaked. Private credit offers a number of benefits to investors, including attractive risk-adjusted returns, an illiquidity premium and diversification out of public markets.
How the “higher for longer” world influences where this investor puts cash to work
19 Jun 24 Insight Alternatives

How the “higher for longer” world influences where this investor puts cash to work

With spreads so tight and rates so high, where is the best place to make your cash work for you?
Private Credit: Ensombl Podcast
18 Jun 24 Insight Fixed Income

Private Credit: Ensombl Podcast

This episode explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation and the role it can play within a portfolio.