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          <time datetime="2023-10-05T06:30:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 05, 2023 06:30</time>
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              Not all private credit is created equal: How to pick the winners and avoid the losers
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  How can investors distinguish between fund offerings in the ever expanding universe of private credit?
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        Aquasia
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        <time datetime="2023-10-05T06:30:28+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 05, 2023 06:30</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/daily-report">Daily Report</a>

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          <time datetime="2023-10-04T17:37:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2023 17:37</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The Match Out: Stocks down, ASX now ~8% below July highs
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  The daily Match Out for Wednesday 4 October 2023 with James Gerrish of Market Matters
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              Chips, dips and doughnuts - The impact of a China-Taiwan conflict.
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  If you are truly concerned about a China-Taiwan conflict, some exposure to TSMC should not be your most pressing concern.
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        Pella Funds Management
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          <time datetime="2023-10-04T16:29:48+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2023 16:29</time>
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          <div class="sm:flex-grow">
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              A turning point is coming for Impact Investment, a market analysis
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  Market analysis suggests Impact holds an historic investment opportunity. Find out more
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        Dragonfly Enviro Capital
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Soul Patts is axing equities for alternatives amid a worsening economic <span class="whitespace-nowrap">climate<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  We sat down with Soul Patts&#39; CEO Todd Barlow for a deep dive into the team&#39;s investment strategy. 
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why the price you pay is as important as the asset you <span class="whitespace-nowrap">buy<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Ensuring every asset is valued fairly and correctly is critical, which is why it underpins Metrics Credit Partners&#39; investment process.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>What’s driving higher bond <span class="whitespace-nowrap">yields?<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  September was a tough month for the fixed-rate bond market, but on the flip side, credit yields surged higher. In this month’s episode of The Rate Debate, I am joined...
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              The energy transition is changing everything - and these companies are riding the change
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  Sometimes, it leads to a pause and a shift towards the past. At other times, it calls for innovation.
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        Livewire Markets
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              Falling commercial real estate prices
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  Commercial property prices have fallen sharply in the US and Europe
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        Coolabah Capital
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          <time datetime="2023-10-04T12:18:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2023 12:18</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Macquarie is adding risk with these 9 ASX stocks
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Having taken a defensive view to date, the investment bank is now pulling in more risk and argues we’re in an expansionary phase.
</div>

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      +6
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>When markets are unreliable, invest in reliable <span class="whitespace-nowrap">companies<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  This is how global equities portfolio manager Iain Fulton finds them.
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              China’s deep structural problems with no easy solutions in sight
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  Themes preoccupy the investment industry. Inflation and rising interest rates have dominated industry thinking over the past two years and continue to remain front of...
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              Investors look at value, speculators study momentum
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  One of the most basic economic concepts is the relationship between the demand for a product and its price. Generally, as prices go up, demand falls. Conversely, when...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Is it too soon to buy <span class="whitespace-nowrap">duration?<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Adam Grotzinger from Neuberger Berman gives his take
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        Livewire Markets
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          <time datetime="2023-10-04T08:50:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 04, 2023 08:50</time>
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              ASX 200 to extend selloff, Dow erases 2023 gain + US yields hit 16-year high
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  Get up to date on overnight market activity and the big events for the day.
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              What you need to know about the new proposed tax on superannuation earnings
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  The Federal Government has released legislation to tax unrealised capital gains for superannuation balances exceeding $3 million.
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        Livewire Markets
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          <div class="sm:flex-grow">
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              The Match Out: Stocks hit 6-month low as the RBA holds rates at 4.1%
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  The daily Match Out for Tuesday 3 October 2023 with James Gerrish of Market Matters
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</a></div>

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              5 things you need to know about the RBA&#39;s October interest rate decision
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  The RBA announced a hold on interest rates for October, but don’t get too comfortable yet.
</div>

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