Australian private debt

As the major Australian banks shift away from commercial lending (a trend that has accelerated in recent years post royal commission) there has been significant growth...

In the current economic environment, there are a number of factors that investors need to contemplate when considering real estate debt opportunities. In part three...

Falling markets are largely seen as a challenge for traditional asset class investors, though the interest in private market investments, such as leveraged buyout...

There’s a hidden side to the property market previously only available to institutions, wholesale investors and banks. Finally, retail investors have started to gain...

Not all private debt is the same. Why investors shouldn’t overlook this enticing alternative asset class. Senior Portfolio Manager, David Saija and Portfolio...

There’s been a lot of noise and gloom around residential property prices of late. The RBA even revised its outlook on prices substantially down. In light of this, it...

The RBA’s latest interest rate rise - which takes the cash rate to 2.35%, the highest level since 2014 – further highlights the challenges facing the property...

Timing the top of a market is an entirely thankless task. For every genius who sold it all in 2007, there are countless others who have moved to cash when diviners...

In a world saddled with inflation and the rate hikes that follow, equities and assets with long durations invariably suffer. Luckily, the investment universe is much...

Having strong ESG (Environmental, Social, and Governance) practices as a company is a no-brainer. It wins you customers, employees, and investment. It also wins you...

A boom in M&A activity has filled the pipeline for private debt investors like Revolution Asset Management’s Bob Sahota. In this short wire, he explains how private...

This week, we saw a new Premier for NSW, a maintained monetary policy, and NSW as the first state to reach the 70% double vaccinated milestone, positioning some NSW...

It's no secret that the dominant theme of the next decade is ESG. The world is going green and institutions globally are shifting their focus - all at once, so it...

With concerns looming about the possibility of an inflation fuelled market sell-off and the eventual tightening of monetary policy at the forefront of investors’...

For most, it is almost irresistible to stay out of markets when they continue to rise against all odds. But Anthony Murphy, CEO of Lucerne Investment Partners believes...

Australia’s Q2 2020 Gross Domestic Product (GDP) figures were released on September 2nd, 2020, revealing a 7% Quarter on Quarter fall, the largest since GDP records...

The World Bank estimates almost 93% of countries will face economic contraction on a per capita basis in 2020 as a result of the pandemic. It is a crisis that has...

Defensive, capital-protected, private debt is becoming increasingly appealing to investors as a viable asset class as markets work through the impacts of the COVID-19...

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

Over the past 30 years, traditional fixed income investors have benefited from the tailwind of falling rates and a long-term bull market for bonds. However, with...