Across private wealth portfolios, private credit has become something of a buzzword – frequently cited, but often misunderstood. At the Investment Leaders Forum in Byron Bay, Justin Hooley, head of Australian private credit at Barings, brought clarity to the category with a deep dive into its structural complexity, sector segmentation, and the due diligence discipline required to navigate it well.
For several years, investors, from institutional to retail, couldn’t get enough of the tech stocks with all their promises of future growth. But now the market has spoken and it’s saying precisely this – valuations matter again.
The dominance of the share market’s heavyweights over the past three years is making valuations further down the line look attractive again.
THE INSIDE WORD: NEW FUND
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.
Sponsored by ClearBridge Investments
APRA put the cat among the pigeons when it put these securities on notice. Investors looking for alternative investments offering similar yields are finding they also come with risks.
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of Mornington-based Live Financial Planning fits this bill, and more.
Despite the success of this regional advice firm, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.
At a time when the asset management industry seems to be gravitating inexorably toward passive investing – with low-cost ETFs pulling in record inflows and active managers nursing bruises from underperformance – Tim Carleton, chief investment officer at Auscap Asset Management, offered a bold counter-narrative at the Investment Leaders Forum in Byron Bay.
The attraction of a specialist managed fund should be in the manager’s ability to position the fund to tap into strong and sustained tailwinds. The Barwon Healthcare Property Fund is doing exactly that.
For much of the last decade, fixed income has been the dinner guest that no one wanted to sit next to. Low yields, scarring losses, and correlation breakdowns left duration firmly out of favour. But, argues Haran Karunakaran, Investment Director at Capital Group, that sentiment may be both outdated and dangerously misaligned with the realities of today’s market.
ESG integration and ‘Impact investing’ are often seen as similar, but there are crucial differences that must be well-understood before two approaches can be compared.
Martins Marnauza from Coller Capital speaks to James Dunn from The Inside Network on what private credit secondaries are.
Victor Windeyer from Perennial Partners speaks to James Dunn at The Inside Network’s Equities & Growth Symposium in Melbourne, VIC on healthcare as a growth engine: Balancing stability with innovation.
Marcus Guzzardi from Cooper Investors speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay on craft, curiosity and capital: Inside the Cooper Investors Endeavour Fund.
Geoff Di Felice from Cooper Investors speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay on global smaller companies: How the overlooked can outperform.
With the election campaign entering its final stages, a coalition of leading industry associations is calling on the Prime Minister and the Opposition Leader to “immediately and unequivocally rule out any move to tax unrealised investment gains in any part of the tax system.”
Illegal access to SMSFs by their trustees is one of those issues with a radar signature starting to pulse, but while it must be addressed, it should not overshadow the sector’s health.
For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular portfolio design through individual sleeves is redefining this balancing act. .
By any measure, Christine Atencia’s career at Nexia Sydney has been one marked by clarity of purpose, quiet resilience, and deep commitment – not only to her clients, but to the legacy of her family’s sacrifices and her belief in the power of financial planning to shape better lives.
THE INSIDE WORD: NEW FUND
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.
Sponsored by ClearBridge Investments
