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The end of the (government debt) world as we know it?
When Bridgewater Associates founder Ray Dalio speaks, the investment world usually takes note. He certainly gave the markets food for thought last week.
Infrastructure at a crossroads: Investing for scale and society
Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...
Does active management really protect on the downside?
To examine this proposition, we compare the randomly chosen First Sentier Wholesale Australian Share Fund and the Pendal Focus Australian Share Fund across...
Rethinking private credit for income and defensive portfolios
With many investors now rethinking the income and defensive allocations of their portfolios, private credit can potentially play a bigger role beyond...
Rethinking defensive income: Diversification no longer just a buzzword
The days when defensive assets equalled government and corporate bonds are gone. Today, investors wanting income while preserving capital must adopt a more...
Microcaps: The quiet engines of long-term wealth creation
Joel Fleming is most at home in a part of the stock market where not many analysts or fund managers venture. That's just fine with him.
The steady hand in volatile markets
The appeal of private credit starts with its ability to strip away the day-to-day distractions that plague public markets, says Andrew McVeigh, managing...
Why fixed income benchmarks are built for issuers, not investors
It's a bugbear for investors that in the fixed income world, benchmarks are very different to what they represent in the equities world. In FI, departing from...
A secondary offer that both couldn’t refuse
Jeremy Coller, managing partner at Coller Capital, thought he had made Jake Elmhirst an offer he couldn't refuse. But Elmhirst came right back at him with...
Head-to-head: Infrastructure versus property
Which asset class better hedges inflation and provides income? Let's put them head-to-head.
From risk to reward, the case for default arbitrage
Far from being a purely negative outcome, defaults can form the basis of a tradeable, diversifying asset class that sits alongside more traditional fixed...
Time to rethink the 'couch potato' of passive fixed-income
Passive fixed-income is an unhealthy couch potato — and it's time to get active, argues Michael Armitage.
Where to find private credit’s best yield-for-risk
The most compelling opportunities in private credit can often be in the more niche exposures, says manager Oaktree.
Alternatives: The asset class that makes or breaks portfolios
Alternatives is the one bucket that still allows advisers to truly earn their fee. But it's the hardest to get right; and the easiest to get wrong.