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 $2.5 trillion funding gap advisers should not ignore
Trade finance is old, essential and still under-allocated. For advisers, the opportunity starts with a US$2.5 trillion funding gap.
Pinnacle joins white-hot private equity market
Investment manager Pinnacle Investment Management (ASX:PNI), which runs a multi-affiliate firm, has bought into private equity investor Five V Capital, buying...
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...
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...