Thursday 30th June 2022
Bentham unpacks current investment landscape and opportunities in credit investing
Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.
Toll roads, everyday needs offer 'true' inflation hedge
The near $1 billion Martin Currie Real Income Fund has been preparing for an outbreak of inflation since 2021, according to Ashton Reid, Portfolio Manager of...
New global small-caps fund targets wholesale, retail investors
A new offering for “mums and dads” from Warakirri Asset Management has an investment strategy that focuses on recent changes at a company that the market...
Crypto is set to dominate portfolios, are you ready?
A recent survey by Credit Suisse shows that a quarter of financial advisers have cryptocurrency assets in their clients’ portfolios. In addition, another...
Discipline in lending: why non-bank property finance is gaining ground
As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.
One door to private credit: how multi-manager strategies simplify a complex asset class
Private credit promises yield and diversification, but it also brings complexity, illiquidity and a growing manager universe. For KeyInvest and Atchison, the...
Conflict worsens the picture for levered credit
Leveraging an investment-grade credit portfolio was already a dubious strategy before the Middle East war broke out. It's now an even worse idea, says Yarra...
Liquidity in private credit: separating promise from practice
As private credit allocations grow, so too do questions around liquidity risk. This piece helps advisers look beyond headline redemption terms to understand...