Investing in Private Markets video series with Sinéad Rafferty.

In this ensombl podcast episode, host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets.

Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024.

A paradigm shift happened in 2022, as the Fed ended years of loose money. Massive asset-price dislocation has created distressed, buyout, and carve-out opportunities for PE investors.

Host James Whelan is joined by Sinéad Rafferty from Fidante Investment Partners and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property.

Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.

Rising interest rates and tighter asset correlations are reducing traditional strategies' effectiveness. For better returns and diversification, private markets may offer investors a promising solution.

The Kapstream team share their market insights in these short video interviews with Ausbiz.

Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years.