Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.37%
S&P
+0.38%
AUD
$0.70

The credit sweet spot: Building resilient income portfolios

Private credit is often positioned as a high-yielding alternative to traditional fixed income, but for Teiki Benveniste, head of Australia and New Zealand at...

Rethinking private credit for income and defensive portfolios

With many investors now rethinking the income and defensive allocations of their portfolios, private credit can potentially play a bigger role beyond...

The steady hand in volatile markets

The appeal of private credit starts with its ability to strip away the day-to-day distractions that plague public markets, says Andrew McVeigh, managing...

A secondary offer that both couldn’t refuse

Jeremy Coller, managing partner at Coller Capital, thought he had made Jake Elmhirst an offer he couldn't refuse. But Elmhirst came right back at him with...

From risk to reward, the case for default arbitrage

Far from being a purely negative outcome, defaults can form the basis of a tradeable, diversifying asset class that sits alongside more traditional fixed...

Where to find private credit’s best yield-for-risk

The most compelling opportunities in private credit can often be in the more niche exposures, says manager Oaktree.

Alternatives: The asset class that makes or breaks portfolios

Alternatives is the one bucket that still allows advisers to truly earn their fee. But it's the hardest to get right; and the easiest to get wrong.

The shifting dynamics of non-bank lending in Australian real estate credit

Over the past decade, the landscape of commercial real estate lending in Australia has undergone a structural transformation. But not all of the commonly...

PE primary versus secondaries: Mechanics, trade-offs and portfolio applications

Private equity (PE) offers attractive return potential, diversification, and access to company-level growth not captured in public markets. However, the...

The last frontier of private equity

With an abundant opportunity set, less competition for deals, lower entry prices, wide exit windows and the potential for higher exit prices – what’s not...

Making sense of non-bank lending: Five questions for private credit investors

Investing in private credit can be a great option for investors, provided it matches their portfolio objectives and risk tolerance. However, having a solid...