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.
Why advisers may want a speedboat alongside the cruise ships when allocating to alternatives
As hedge fund allocations crowd into mega-platforms, CastleKnight offers a sharper, more concentrated source of catalyst-driven alpha for investors seeking...
External validation key to credit quality of corporate loans: Epsilon
For non-bank corporate lenders that don't have the regulatory oversight that banks do, using third party validation for loan books is essential according to...
Secondaries are moving from niche to necessary for wealth firms
Once reserved for large institutions, secondaries are now being adopted by advisers seeking greater transparency, diversification, and flexibility in private...
In private markets, the hard part is now what you build
Coller Capital's private wealth series explores why private markets access is no longer the challenge, and portfolio construction is. It unpacks how...
Trend following: the diversifier that showed up when it counted
East Coast Capital Management’s Simone Haslinger says a rules-based trend-following approach delivered the diversification advisers most need in a year when...
Real yields are back, and the inflation hedge has to change
Atchison's Mishan Dahia says advisers hedging inflation through resources alone hold a concentrated bet on Chinese demand, and that three legs of protection...
Private credit: the returns are real, the due diligence is everything
Craig Brooke of KeyInvest Managed Investments says private credit can be one of the most interesting places to invest, but only after you have pulled apart the...