The Australian private debt market continues its solid streak into 2023

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The continued growth of the Australian private debt market presents a compelling opportunity for investors, according to Tanarra Credit Partners managing director, Graham Lees. Assets under management for the global... Read more continue reading

The investment case for private credit

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Private credit has emerged as a popular alternative asset class for investors seeking to diversify their portfolios and generate attractive risk-adjusted returns. This article from GSFM’s examines this asset class... Read more continue reading

Bond portfolios may create positive returns despite rising interest rates

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Despite continued tightening of monetary policy from central banks’ interest rate hikes, bond portfolios could still generate positive investment returns in the years ahead, says Zenith Investment Partners head of... Read more continue reading

Are Aussie mid-caps suffering from middle child syndrome?

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Warren Buffett, billionaire investor and business magnate, is known for his shrewd financial acumen and philanthropic endeavours. But what does he have in common with Chris Hemsworth, Michael Jordan and... Read more continue reading

Bad policy and unintended consequences

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A great deal has been written in recent years about the uniqueness of Modern Monetary Theory and quantitative easing. The reality is that they are neither unique nor modern. They... Read more continue reading

The new breed of multi-asset funds

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While the concept of a ‘multi-asset’ or diversified fund is not new, technology has enabled increasingly sophisticated products. This article, proudly sponsored by Russell Investments, examines the investment case for... Read more continue reading

Is the tide turning for listed infrastructure returns?

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A comparison of listed and direct market valuations Until recently, bond yields were in structural decline for several decades. During this time, investors saw valuations of almost all asset classes... Read more continue reading

Is the Aussie residential market bottoming?

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According to CoreLogic data, Sydney residential prices recently recorded their first increase in 13 months (+0.3%) while national residential prices were relatively flat (-0.1%). This stall in national price declines... Read more continue reading

New research reveals the maturity of impact private equity

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bfinance, the leading independent investment consultancy, has released fresh research on the rise of ‘impact’ private equity funds, showing the remarkable evolution of ‘impact’ private equity landscape while also revealing... Read more continue reading

Australian recession risk lower than Northern Hemisphere

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Growth has been resilient, but inflation is receding only slowly, and central banks have not finished tightening. Meanwhile, recession indicators are still flashing warning signals. In our view, this creates... Read more continue reading