Tuesday 21st April 2026
At INAUS: Investment Leaders Forum in Noosa, Bryan High of Barings tells James Dunn that private credit’s expansion demands discipline. He warns against “due diligence light,” stressing rigorous underwriting and a strict bottoms‑up focus on cash‑flow sensitivity and structural protections to ensure resilience and investor confidence in 2026.
Barwon’s Jonathan Pullin on ASIC’s REP 820 findings, avoiding construction loan risk and why the federal budget favours real estate credit lenders...
Tobias Bucks of Ausbil on why passive’s lack of valuation discovery creates a gift for bottom-up investors, and the one lesson every investor must learn.
Victor Mayer from Pantheon speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia, on private credit...
Owen Libby from Blue Owl speaks to James Dunn at The Inside Network’s Alternatives Symposium in Cape Schanck, VIC. Owen highlights alternative credit as...
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...
What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...
