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Howard Marks on market dislocation and remarkable credit opportunities

The legendary investor says we’re in the midst of the third major shift he’s seen in his 50-year career, as a decades-long low-interest-rate environment shifts to something most investors have not yet experienced. It’s a new world in which credit investors – and especially bargain hunters – should thrive.

Lisa Uhlman | 3rd Aug 2023 | More
Senior secured loans offer investors an opportunity to capitalise on rising rates

Debt assets may be de jour, but the income they produce is fraught with peril if it doesn’t include the kind of diversity senior secured loans provide.

Ishan Dan | 26th Sep 2022 | More
Investing in emerging market bebt: INDepth with Grant Webster from Ninety One

Grant Webster from Ninety One goes in-depth with Peter White from The Inside Network on “Investing in Emerging Market Debt”.

The Inside Adviser | 1st Sep 2022 | More
  • Expected returns ‘lowest they’ve ever been’

    Leading global ‘distressed debt’ manager Howard Marks and his Oaktree Capital firm are well-known for their sometimes combative and private equity approach to investment. The firm has increased its work in Australia in recent years after achieving some success buying-out and breaking-up the Blue Sky Alternative Asset Management empire, and more recent involvements with Virgin…

    Drew Meredith | 25th Nov 2020 | More
    Property is back in vogue – is debt the better play?

    The investment grade (IG) REIT sector is certainly one of the worst affected by the COVID-19 pandemic. Across the June quarter, only 77% of revenues (rent etc.) were collected, with the retail sector collecting just 58% of contracted revenues. Net tangible asset values (NTAs) across the market declined 5.2%, driven lower predominantly by devaluations in…

    Phil Strano Yarra Capital Management | 19th Nov 2020 | More
    Can credit replace lost dividends in a zero-rate world?

    As 2020 comes to a close, investors of all kinds are faced with what seems to be a once-in-a-lifetime dilemma; how to generate an income in a zero-rate world. Despite clear evidence that investing in stocks solely for their income has generally detracted from, rather than added to, long-term returns, the nature of the Australian…

    Drew Meredith | 16th Nov 2020 | More
  • A step forward in offering financial advice to the masses

    Map My Plan is the all-in-one ‘digital’ financial planner that does it all. Founded in 2014 by Paul Feeny, Map My Plan is a platform that doesn’t attempt to replace the skill and experience of a financial planner, but intends to service the “80 per cent of unadvised Australians” that don’t have a financial planner…

    Ishan Dan | 9th Nov 2020 | More
    Rethinking the balanced portfolio with convertible bonds

    Not only is 2020 the marking of a new decade, but it potentially marks of a new paradigm of investing. The last 30 years shouldn’t have been that difficult for long-term investors and those using the traditional 40-60 balanced portfolio. The historic fall in interest rates that has occurred since the 1980s means that both…

    The Inside Adviser | 2nd Nov 2020 | More
  • IPOs and credit – overheated or heating up?

    More than a sport, a financial mismatch There is an awkward, yet in many ways predictable, relationship between investors and the providers of investments. An old-fashioned assessment of demand and supply can be helpful. If equity market exuberance is high, any listing attracts the heat of attention and can be sold to eager investors hoping…

    Giselle Roux | 26th Oct 2020 | More
    The FAANGs of fixed interest

    Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.

    Giselle Roux | 25th Aug 2020 | More