Australian private debt market to grow as investors seek lower volatility

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Private credit investment is gaining in popularity in Australia with returns sitting above 10 per cent for senior secured debt. Tanarra Credit Partners expects robust growth in this asset class... Read more continue reading

Delayed climate policies disproportionately impact lower income and emerging countries, challenging their transition paths to net zero targets

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Climate pathways are integral to economic and market expectations, and investors must increasingly focus their attention on the impact of the energy and climate transitions, particularly in Emerging Markets (EM)... Read more continue reading

Giving only a Life Interest

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Peter Townsend from Townsend Lawyers briefly explains providing a life interest or life estate to the surviving spouse. It is an increasingly common strategy given growth in blended families. This... Read more continue reading

How much trend following should investors hold in a portfolio?

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Trend following strategies have a number of properties that are desirable to investors. In this article from GSFM’s investment partner Man Group, these properties are examined, and the big question... Read more continue reading

2024 ATO compliance hotspots  

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Every Tax Time, the ATO focusses on certain hotspots where taxpayers are prone – either accidentally or deliberately – to make errors. So, what is on the ATO’s list this... Read more continue reading

Eyeing the long game in a changing world

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In a constantly changing world, it can be challenging for investors to maintain their focus on long-term trends and opportunities. Fidelity International’s Ilga Haubelt, head of equities, Europe, met with... Read more continue reading

“This time it’s different” – but investor returns under pressure

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The four most dangerous words in investing are: ‘This time it’s different’; and we have been hearing this a lot recently, says Hugh Selby-Smith, co-CIO at Talaria Asset Management. “The... Read more continue reading

Is it time to sell the Magnificent 7?

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Only a few weeks ago, a key question for investors was: ‘have I still got time to buy into the Magnificent 7?’ Fear of passing up the stellar returns delivered... Read more continue reading

New Delhi eyes the debt markets: Are Indian bonds the next big thing?

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With Indian debt set to be included in major international benchmarks this year, emerging-market sovereign debt analyst Nafez Zouk travelled to the country to assess its prospects. Key Points ​... Read more continue reading

Active bond management is essential as bond yields jump on rate uncertainty 

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Bond markets have become increasingly volatile over the last couple of years. In the first few months of this year alone, the market has gone from confidently expecting interest rate... Read more continue reading