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Private credit: Navigating the risks and rewards
11 Jun 24 Insight Fixed Income

Private credit: Navigating the risks and rewards

In this episode of the Netwealth Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity.
Could ESG investment fall to the wayside when cost-of-living bites?
31 May 23 Insight Fixed Income

Could ESG investment fall to the wayside when cost-of-living bites?

With individuals tightening their belts across the board, could responsible and ESG investment fall down the list of priorities? Pete Robinson flagged that cost-of-living and ESG investments did not need to fundamentally be at odds.
Dividends are not the most important metric this bank earnings season. This is.
04 May 23 Insight Fixed Income

Dividends are not the most important metric this bank earnings season. This is.

Global banking was rocked to its core in March. But it's still not 2008 Mark II, argues Pete Robinson of Challenger Investment Management.