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.
Evergreen Ratings awards Innovyz with a Commended recommendation
Evergreen Ratings who are a specialist alternative asset ratings firm have released a report on a venture capital fund for investors looking exposure to an...
When it comes to credit, experience pays
With advisers and investors faced with what appears to be zero-bound interest rates for at least the next three years, the already fast-growing alternative...
Private equity’s edge lies in discipline, access and execution
Roc Partners’ Michael Lukin says the real opportunity sits in overlooked businesses, not crowded markets.
SpaceX, OpenAI, Anthropic: the IPO wave that could shake up your portfolio
As the US IPO market reopens, a wave of mega-cap private companies preparing to list could significantly reprice growth equities, creating major portfolio...
The tax advantage nobody's talking about
Australia's CGT changes have widened the after-tax return gap between conventional assets and startup investing. For sophisticated investors, tax-exempt ESVCLP...
Why the best private markets entry point might be a single deal
FinCap’s Christian Ryan says the combination of a managed account and a direct co-investment channel isn’t just a product decision. It’s a deliberate...
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.