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Brilliant Investment Thinking by Advisers for Advisers.
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Busting senior secured loan myths with Invesco's best and brightest

Contrary to popular misconception, senior secured loans actually sit at the safest part of the capital structure and remain backed by company assets. That...

Barwon finds the sweet spot for first-ranking mortgage property play

Real estate credit funds have firmed as an attractive source of alternative returns in the past few years. What matters, however, and what doesn't, for these...

Why private credit is a double-edged sword

Private credit has seen huge inflows in recent years, but contrary to the claims made by some of its advocates it’s not a defensive asset class or a...

The rapid rise of residential mortgage funds

From residential and commercial backed mortgage securities, to whole loans and government issued bonds, there is a range of investment products that are backed...

Slow interest rate retreat keep senior secured loans in frame for 2024

In the near to medium term, the group forecasts "ample opportunity" in the loan asset class to generate higher than average returns while maintaining a minimal...

Private equity players breach the final frontier: Space investment

The "NewSpace" field has opened up in the wake of government entities pulling back their spaceflight programs across the world, which has given rise to a whole...

Partners Private co-founder takes private equity path to portfolio management

Sick of being locked out of large scale private equity investments, the group put together their own project in 2013. Forty projects and some outsized returns...

The three buckets behind Perennial's private growth capital push

Money managers are rising to meet the capital demands of companies wanting to stay private for longer. These days, though, they're doing it with a strategic...

Why private equity outperformance will continue – despite the valuation naysayers

There’s nothing mysterious about the performance of private equity, according to Hamilton Lane, and the mundane reasons it does better also means it will...

Co-investment and secondaries reign comes to the fore in 2024's PE channels

After a stellar two years for private equity, the global market stalled in 2023 amidst challenging conditions. The switch called for agility, with Neuberger...

Take a hard look at leverage in private lending: Challenger

As many as half of all Australian private lending managers are using leverage to juice their returns, according to Challengers Investment Management, exposing...