Thursday 30th June 2022
Bentham unpacks current investment landscape and opportunities in credit investing
Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.
The last frontier of private equity
With an abundant opportunity set, less competition for deals, lower entry prices, wide exit windows and the potential for higher exit prices – what’s not...
Co-investment opportunity as NAOS goes private
Niche small-and-micro-cap Australian equities asset manager NAOS Asset Management has launched a unique investment fund that focuses on private businesses in...
Institutional backing sees HMC Capital launch $1.3B healthcare fund
With demand for healthcare assets trending in one direction, the surging alternative asset manager has launched its second unlisted institutional fund for the...
Inside the private technology class
StepStone Group’s Phil Cummins says the label venture capital now describes companies worth tens or hundreds of billions that have no need to list, and that...
Look through the noise: the case for private markets now
FinCap's Ben Davis says the headlines about gated credit funds and weak private equity marks are drowning out one of the better entry points in years, and that...
Herding: the safest-feeling trade carries the most risk
Systematic trend following treats herding as fuel rather than danger, and East Coast Capital Management's Simone Haslinger uses Korea's leveraged ETF crash and...
The FY26 private market returns advisers should not expect twice
FinCap’s Ben Davis says FY26 rewarded discipline in credit and punished casual manager selection everywhere else, and advisers who cannot name the engine...