Tag: private debt

If you Google “Alex Ordon,” the first person that comes up is the director at Coller Capital; but the second is a Jedi knight. There is still confusion.

Many Australian investors continue to focus on income-generating investments. However, with ongoing market volatility, it’s worth thinking carefully about the way that you allocate to income-generating investments in a portfolio.

Private credit has been crying out for reporting standards that are clear and homogenous, but the industry is so disparate that a solution always seemed far away. That is, until the team at KeyInvest decided to do something about it.

Private markets are worth around $14 trillion globally, ASIC believes. It’s not sure, and that uncertainty hints at the wider problem – private markets, and their effect on public ones, is still largely a mystery.

Commentators warn that a new default cycle will strip the shine from private debt strategies, but not all managers have been “sitting on their hands”. And the dislocation in commercial real estate is creating new opportunities for savvy managers.

While ESG arose in the space of listed equities, private debt managers can be more effective than equity funds or other fixed income investors in getting companies to meet their ESG goals.

Alceon Group maintained its view that the sector will remain strong for the remainder of this year given its robustness and healthy deal pipeline.

Alceon is mindful of challenging conditions and rising costs for purveyors of private debt, but has a confident outlook with positive signs starting to show.

Pete Robinson presents the case for Australian private debt using a supermarket chain case study.