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Brilliant Investment Thinking by Advisers for Advisers.
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Senior secured debt reaps rewards in inflationary environment

One part of the market that is benefitting from inflation and interest rate increases is private debt; senior secured loans, in particular, have returned 4.8...

Companies ditch IPO route, opening up new channels for investors

It's a perfect storm: Companies are staying private for longer and finding "myriad" ways to raise capital outside the traditional IPO route, while investors...

What non-bank lenders must consider before issuing a private loan

Australian non-bank lenders are making incursions against the big banks, but have many considerations during the loan decision making process to ensure proper...

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.

Higher costs and rising rates trigger a strategy shift in private debt

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.

The ongoing resilience of Australian private debt

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

If you can't beat 'em - the secret of late-stage private equity

The quantum of US companies has halved since 1996, which plays into the hands of late stage venture gurus.

Private equity and the liquidity boon for advisers

The four pillars of private equity investment all bring unique characteristics to the table.

Senior secured credit stands out as yields surge

As inflation rises, senior secured loans offer a relatively undiscovered respite.

Benign risk of default drives credit opportunity

History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit...

Private equity continues expansion into mass affluent

Private equity (PE) has continued to stand out as an asset class amid the pandemic but particularly in light of the significant selloff in growth stocks that...