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Barrenjoey’s private credit team explains how asset-backed lending works, the assets underpinning it and the protections for investors.

Equity or credit in commercial property? We model the risk, return and downside trade-offs investors cannot afford to ignore.

Private credit cracks are emerging globally. Rising costs, gating risks and liquidity mismatches could soon hit Australian investors.

The technology theme has continued to dominate stock market returns.

Investors face the prospect of higher energy prices, inflationary threats, disrupted supply chains, and restrictive financial conditions.

2025 brought real estate private credit into focus for a wider investor audience. Will growth and sophistication continue in 2026?

Private credit is not a niche allocation, it's a core component of portfolios - nowhere is this more evident than in Australian real estate.

AI-related stocks and companies involved in AI hardware and cloud services are gaining significant market traction.

After rallying in 2025 there are important reasons for investors to be more cautious regarding US long bond rates going into 2026.

Today’s inflation report reflects ongoing price pressures tied to the Middle East conflict, though the impact remains relatively contained. Headline inflation,...

Cheaper AI models are widening adoption while Asian chipmakers control crucial hardware bottlenecks, reshaping the semiconductor opportunity

You could be fooled into thinking that the AI boom is all about the hyperscalers. Fortunately for investors, AI is about a lot more.

Investors need to be careful to understand the true risk‑return trade‑off of leverage.

Infrastructure’s cash flow characteristics provide inflation protection.

A U.S.–Iran agreement to reopen the Strait of Hormuz appears to be moving closer. If implemented, it would restore energy flows and begin to unwind the largest supply...

From global trade to risk management, explore why shipping is the "moveable infrastructure" investors can no longer ignore.

Fisher Investments Australia reviews how investors should approach a seemingly tense environment

Strong demand, central bank buying and improving miner fundamentals continue to support a durable long-term bull market in 2026.

Stuck in private markets? Tim Ivers reveals how to find the exit — and why discount is the new alpha.