alternative fixed income

Times are tough for investors or advisers looking to add value through a defensive portfolio. Defensive, or income assets, aim to provide income rather than capital...

The growth in value of the Australian residential property market over the past year has been beyond many forecasters’ expectations. With the aid of the government...

Private debt is a well-established asset class for income, and commercial real estate (“CRE”) debt sits within this segment. As investors seek income and yield in this...

Having slipped under the radar of many investors so far, private debt is a relatively small but fast-growing asset class in Australia and New Zealand. Ideally suited...

The struggle to find income is not new, but is currently complicated by expectations of rising government bond yields and heightened inflation, creating risks for...

Recently, there’s been a lot of discussion about whether the significant government stimulus, combined with record low interest rates and unconventional monetary...

The macro investor Diego Parrilla is well known for making the analogy between constructing a successful investment portfolio and building a successful soccer team....

Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive...

As Andrew Schwartz of Qualitas called out in prior videos, the future seems exciting for alternative commercial real estate lenders as major banks scale back on...

Gone are the days where “prime property” is defined by its location, says Andrew Schwartz of Qualitas. The term is now being reshaped by the nature of the cash flow...

Commercial real estate transactions have slowed down noticeably as the Australian economy digests the economic impact from COVID-19, according to Andrew Schwartz of...

In our last two videos Brett Craig of Aura Group covered off the significant funding gap and opportunity in the SME market, and how the sector is adapting to a...

Previously Brett Craig of Aura Group outlined the opportunity to generate attractive income in the alternative asset class of SME debt capital. Of course, in strained...

Investors who have taken a balanced approach to income investing face a bittersweet outlook. On the one hand, the key Australian fixed interest benchmark is up 3.21%...

So far in 2020, investors have seen circa $26b worth of dividend income disappear. For some investors, the loss of income is no great concern, but for investors that...

As the world grapples with the threat of the Coronavirus, financial markets have experienced significant volatility in recent weeks. Against this background, it’s...

On the anniversary of listing our first retail fund, I reflected on some of the lessons learned and the opportunities ahead for the Qualitas Real Estate Income Fund...

With interest rates at record lows, many investors are looking at new ways to generate income. Listed equities and real estate trusts are already popular, however,...

While the recent rate cuts by the RBA are perceived as an overall positive for the property market, there are still risks investors should remain aware of. Tim...

The engine rooms of Australian commercial property, the office and industrial markets, have been performing well in recent years, providing investors with handsome...