Investors stay committed to private markets but sharpen manager selection

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LP commitment plans to private markets remain resilient, with almost all investors surveyed expecting to maintain or accelerate their commitment pace, although some investors plan to reduce their number of... Read more continue reading

Syndicated loans offer Australian investors diversification and dependable income

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For Australian investors seeking high income without fixed rate risk, syndicated loans present an alternative to traditional fixed income, says Richard Quin, chief investment officer at Bentham Asset Management. Syndicated... Read more continue reading

Fix the gap: Paying super to carers could make them $45,000 better off in retirement

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Australia’s frontline carers are being made poorer in retirement because they miss out on super when caring intensively for loved ones, often for years, a new report from the Super... Read more continue reading

Current inflation cycle unlikely to mirror 2022

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Despite the higher oil and commodity prices sparked by the Iran-US conflict, inflation in the US and globally is not expected to spiral out of control and we are not... Read more continue reading

Why market fear may be creating the next small cap opportunity

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Markets have a habit of overreacting. We’ve seen it repeatedly across decades of investing, from the GFC to COVID, and even the small cap dislocation of 2022. Each crisis arrives... Read more continue reading

Super balances growing but gender super gap persists

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New Super Members Council analysis of recently released Australian Tax Office tax data shows Australians’ super balances are growing, which means more money in retirement income for millions of everyday... Read more continue reading

Uncertainty has no end date, and businesses must adapt now

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Businesses can no longer afford to simply ‘wait and see’, and must instead position themselves to handle both short-term blips and longer-term structural issues, says Todd Gammel, business recovery partner... Read more continue reading

The Warsh Fed is a welcome return to orthodoxy says Franklin Templeton’s Fixed Income CIO 

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First impressions count, and Kevin Warsh came out as a hawk in his first press conference as the new Federal (Fed) Reserve chair, notes Sonal Desai, chief investment officer, Franklin... Read more continue reading

Muddy markets need a defensive strategy as earnings seasons closes in

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With reporting season just around the corner ECP Asset Management partner, Andrew Dale, says investors should adopt a more defensive approach to their investments as the outlook for the second... Read more continue reading

CPD: The structural advantage of US middle market private credit

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Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience.... Read more continue reading