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Brilliant Investment Thinking by Advisers for Advisers.
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Time to look past the perceived risks in private equity: Federation

Advisers may be holding back from private equity investment because they have an exaggerated view on the liquidity risks involved, but providers offer more...

Don’t wait for a recession to get into ‘misunderstood’ distressed debt

You don’t need the world to end to start investing in stressed and distressed debt, according to RBC BlueBay, but it helps. And what looks to be a multi-year...

How private equity is finding the ‘middle ground’: MLC

Lack of liquidity and transparency have long been sticking points in retail uptake of private equity, but the industry is changing its ways even as an...

Covenant-lite loans 'like driving a car without a steering wheel': Epsilon

A business may appear to be robust, but a savvy lender that is responsible for the capital of its investors needs to be constantly across the mountain of...

Securitisation stays strong through market turmoil, propped by non-bank lending growth

Even the RBA is extolling the virtues of the role non-bank and private lenders play in Australia's financial ecosystem, with the sector providing investors...

PE purveyors gear up as valuations normalise after 'challenging' period

After a "frenzy" in the pre-pandemic era, markets have calmed down significantly for private equity investment teams. There are opportunities, however,...

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...

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...

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...

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...