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Brilliant Investment Thinking by Advisers for Advisers.
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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...

As correlation norms turn, liquid alternatives come to the fore

Bonds and equities are suddenly firm friends, but this is far from the first time they've positively correlated. And it's not the only reason liquid...

Alternative property surges as investors trade 'relative illiquidity' for income

Australians have an “amazing love affair” with property, but many are limited in their investment exposure. At AIA’s recent annual conference, investors...

Five curly questions to ask your private credit provider

As the private credit market grows, so does the importance of due diligence when selecting an investment partner. Epsilon's Joe Millward details the five...

Institutional backing sees HMC Capital launch $1.3B healthcare fund

With demand for healthcare assets trending in one direction, the surging alternative asset manager has launched its second unlisted institutional fund for the...

Three reasons senior secured loans can shine through the uncertainty: Invesco

The uncertainty seen in markets over 2023 will likely continue over the calender year, but Invesco sees a lot of positives for loans that can only benefit...

Once maligned, derivatives shine as investors rethink volatility

Derivatives should not be a "dirty word" for investors looking for better returns, capital protection and diversification at a time when volatility and higher...

How to pick a better private credit provider

Not all private credit providers are created equally, and due diligence is crucial for investors. But what separates the wheat from the chaff?

No time like the present for senior secured loans: Invesco

Senior secured loans recover strongly from economic downturns and plenty of corporates are well prepared for any ructions ahead. Still, active management...

IPO market may be 'dead', but PE purveyors quietly making moves to build up runway

A confluence of challenges for small caps and technology stocks has led to a dearth of companies developing into IPO candidates in the last 18 months, but that...

Why Invesco thinks now is the time for senior secured loans

There's still ample opportunity for loans generate higher than historical average returns, with Invesco expecting outperformance over the next 6-12 months. And...