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.
Private credit’s power play: why direct lending is reshaping markets
Private credit investing has seen exponential growth in recent years, fueled by structural shifts in financial markets and a growing demand for flexible,...
The ART of deploying alternative investments
Institutional investors have increasingly turned to alternative assets as a means of improving portfolio resilience, managing risk, and capitalising on...
PE's structural advantages put equity markets in the shade: Neuberger Berman
The structural advantages of private equity span every phase of the investment process, Ng told a room full of advisers and associates. During the buy, the...
Why the next credit cycle rewards the managers with somewhere else to go
Yarra Capital Management’s Phil Strano says the run into Australian private credit has left investors holding one systemic exposure when the return...
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...