Markets

As market conditions turn, private debt is expected to lead the charge of private capital disbursement across the globe, with special purpose vehicles increasingly at the heart of deals according to a new study.

As the world of private capital expands, and advisers depend on it more as an alternative diversifier, one group has questioned whether advice clients know enough about it and if more education is required.

Getting a good business in a good market with good people is just the start for this highly connected Brisbane funds management team. The next step involves a network of specialist consultants that know how to scale.

The private markets have surged in popularity as investors hunt for a potent combination of yield and downside protection. But in a big selloff, the strategy that will do best is one that’s genuinely uncorrelated.

Market forces and changing winds in the banking sector have supercharged private credit, which is growing faster than any other arm in private capital. For advisers, that might mean reassessing which portfolio sleeve it slots into.

The move towards renewable sources of energy gathers pace, and while the majority of our power still comes from coal and gas, efforts to put capital behind low-emission companies is paying dividends according to the ethical investor.

Outside of the ubiquitous Magnificent Seven, large cap growth stocks have been buffeted by prevailing economic conditions. Yet global large caps can still offer investors significant shareholder value.

It’s been lauded as anything from a ‘”short-term fad” to the next great diversifier, but while private credit polarises investors it continues to provide robust, stable returns. Are private credit managers good enough to maintain their rapid ascension in the private capital arena?

Cashed-up baby boomers in the market for yield are finding that it’s increasingly being delivered by non-listed assets with a palatable risk profile. And that’s not the only tailwind behind the burgeoning sector.

The ethical investor is using the China’s sluggish reemergence from the pandemic as an opportunity to rotate into more investments that facilitate a sustainable future, while simultaneously fortifying the return profile of its flagship fund.

The potential for small and mid-cap companies to outperform the bigger players on indices is clear, with liquidity expected to increase as inflation comes off the boil and money flows into the economy. So which funds are best positioned to take advantage?

Duration is no longer a dirty word. Private debt is a house of cards. Welcome to the new era of fixed income.