Size, structure and selectivity: the real work behind private credit

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.

Laurence Parker-Brown | 12th May 2025 | More
The ‘magnificent’ compression: What a P/E reset means for growth investors

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.

Jamie Nemtsas | 12th May 2025 | More
Small caps boasting a ‘moat’ can enjoy long-term outperformance

The dominance of the share market’s heavyweights over the past three years is making valuations further down the line look attractive again.

Tyndall Asset Management Australian Small Companies Team | 12th May 2025 | More

THE INSIDE WORD: NEW FUND

Introducing ClearBridge Global Value Improvers 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.  

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Sponsored by ClearBridge Investments

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  • News
    New breed of debt securities emerging to replace $40 billion in bank hybrids

    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.

    Duncan Hughes | 7th Apr 2025 | More
    Out of the blue, and keeping clients in the black

    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.

    James Dunn | 10th Feb 2025 | More
    Why a regional base is a ‘superpower’ for this advice firm

    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.

    James Dunn | 6th Feb 2025 | More
    Markets
    The golden age for active management in Australia

    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.

    Laurence Parker-Brown | 5th May 2025 | More
    When investment strategy meets public-policy imperatives

    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.

    James Dunn | 5th May 2025 | More
    Rehabilitating duration: the hidden strength of fixed income

    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.

    James Dunn | 1st May 2025 | More
    Head-to-head: ESG integration versus ‘impact investing’

    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.

    Nick Hatzis | 1st May 2025 | More
    INSight #422 with Martins Marnauza from Coller Capital

    Martins Marnauza from Coller Capital speaks to James Dunn from The Inside Network on what private credit secondaries are.

    The Inside Adviser | 12th May 2025 | Watch Pause
    Equities & Growth Symposium 2025: INBrief with Victor Windeyer from Perennial Partners

    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.

    The Inside Adviser | 9th May 2025 | Watch Pause
    Investment Leaders Forum 2025: INBrief with Marcus Guzzardi from Cooper Investors

    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.

    The Inside Adviser | 8th May 2025 | Watch Pause
    Investment Leaders Forum 2025: INBrief with Geoff Di Felice from Cooper Investors

    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.

    The Inside Adviser | 8th May 2025 | Watch Pause
    BIT #11 The commercial property enigma with Bruce Wan from MaxCap Group
    The Inside Adviser | 7th Feb 2025
    BIT #10: Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
    The Inside Adviser | 16th Jan 2025
    BIT #9: The PE puzzle with Nick Miller from Fortitude Investment Partners
    The Inside Adviser | 14th Oct 2024
    BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
    The Inside Adviser | 29th Jul 2024
    BIT #7: The new captains of capital with Mike Wright from Lonsec
    The Inside Adviser | 22nd Jul 2024
    BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
    The Inside Adviser | 8th Jan 2024
    BIT #5: Advicetech attraction with Pete Worn from Finura Group
    The Inside Adviser | 11th Oct 2023
    BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
    The Inside Adviser | 11th Oct 2023
    BIT #3: Super fund benchmarking with Ian Fryer from Chant West
    The Inside Adviser | 11th Oct 2023
    BIT #2: Investment dynamism with Paul Saliba from SQM Research
    The Inside Adviser | 11th Oct 2023
    BIT #1: Compliance matters with Sean Graham from Assured Support
    The Inside Adviser | 24th Sep 2023
    IN Discussion with Chris Briant, Head of Parametric in Australia.
    The Inside Adviser | 10th May 2021
    Kanish Chugh explores strong returns from Biotech in recent years
    The Inside Adviser | 30th Mar 2021
    Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
    The Inside Adviser | 15th Mar 2021
    32% return for calendar 2020!
    The Inside Adviser | 9th Mar 2021
    Franklin Templeton and Quantifeed: Riding the digital wave
    The Inside Adviser | 16th Dec 2020
    Cor Capital’s Davin Hood discusses defensive investments to boost your portfolio.
    The Inside Adviser | 30th Oct 2020
    Chris Briant Parametric & Peter White from IN Chats
    The Inside Adviser | 21st Sep 2020
    Benefits of unlisted direct property funds in low yield investment environment
    The Inside Adviser | 20th Sep 2020
    ETF Securities: Trade your conviction
    The Inside Adviser | 9th Sep 2020
    Inside Analysis DATT Capital
    The Inside Adviser | 8th Sep 2020
    COVID-19 and the Industrial and Logistics sector: insight from Charter Hall
    The Inside Adviser | 28th Jul 2020
    Investors look to biotech with COVID-19 vaccine on the horizon
    The Inside Adviser | 22nd Jun 2020
    CEO Series with Federation AM CEO Cameron Brownjohn
    The Inside Adviser | 17th Jun 2020
    All weather investing
    The Inside Adviser | 5th Jun 2020
    Equities, dividends and Covid-19
    The Inside Adviser | 5th Jun 2020
    The sting in the transition tail
    The Inside Adviser | 28th May 2020
    Pandemic-proofing portfolios
    The Inside Adviser | 6th May 2020
    Future proofing investing with FAANGs
    The Inside Adviser | 27th Apr 2020
    RARE Infrastructure market update
    The Inside Adviser | 8th Apr 2020
    Listed infrastructure is a proven defensive asset
    The Inside Adviser | 16th Mar 2020
    Quo vadis robo?
    The Inside Adviser | 16th Mar 2020
    Bonds are here to stay
    The Inside Adviser | 5th Feb 2020
    Listed infrastructure vs. unlisted infrastructure with Charles Hamieh
    The Inside Adviser | 21st Jan 2020
    White label Robo Advice solutions: what, why and how ?
    The Inside Adviser | 19th Aug 2019
    Investing made easy with Raiz
    The Inside Adviser | 28th May 2019
    Clime expands offer to new markets, leads the way post Hayne.
    The Inside Adviser | 23rd Apr 2019
    Agri sector still inspiring investors
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    Australian equities: Clouded by political, economic and credit uncertainty
    The Inside Adviser | 26th Mar 2019
    Steady Income from infrastructure.
    The Inside Adviser | 11th Mar 2019
    Residential house prices are falling…but what about commercial property?
    The Inside Adviser | 4th Dec 2018
    Are we there yet? Late cycle investing and infrastructure.
    The Inside Adviser | 13th Nov 2018
    ‘Industrial strength’ investing
    The Inside Adviser | 25th Sep 2018
    The attractions of Global Listed infrastructure for long term investors explained
    The Inside Adviser | 7th Sep 2018
    Commercial Property Trusts in a SMSF? Shed’s Peter White chats with Thinktank CEO Jonathan Street.
    The Inside Adviser | 28th Aug 2018
    Super
    Industry calls for bipartisan commitment to rule out taxation of unrealised gains

    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.”

    James Dunn | 17th Apr 2025 | More
    Illegal SMSF access a problem, but focus on the bigger super picture

    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.

    Kevin Pelham | 20th Feb 2025 | More
    In Practice
    Individual sleeves show the portfolio tailor’s skill

    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. .

    Mishan Dahia | 5th May 2025 | More
    From graduate to partner, by taking the road less travelled

    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.

    Fran Hughes | 1st May 2025 | More
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    Tahn is former managing editor across The Inside Network's three publications.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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    Nicholas Way is editor of The Golden Times and has covered business, retirement, politics, human resources and personal investment over a 50-year career.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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    Drew is editor of The Inside Network's publications and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
    Authors
    James Dunn Image
    318 Articles
    James Dunn is editor of The Inside Adviser.
    Nicholas Way Image
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    Nicholas Way is editor of The Golden Times and has covered business, retirement, politics, and personal investment over a 50-year career.
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    713 Articles
    Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.

    THE INSIDE WORD: NEW FUND

    Introducing ClearBridge Global Value Improvers 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.  

    author
    author

    Sponsored by ClearBridge Investments

  • Recent