Private Credit

In 2022 we expect volatility to increase as a function of central bank liquidity draining from the system. In parallel, we expect inflation to remain persistent, as we...

As we noted in part one of our recent primer on private and public credit markets, Public and private — perfecting the blend, the asset class of fixed income has...

Rarely are the most important lessons on investing learnt by trawling through excel spreadsheets or due diligence packs. Rather it is the osmotic learning gained by...

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’...

Sustainability means something different for everyone. For investors, you've probably heard the term being thrown around a lot recently as companies begin to...

Whispers of inflation are consuming global markets. Is it coming? When can we expect it? How should we account for it? The reality is, inflationary pressures are...

The lending landscape in Australia has changed significantly over the past two decades. Twenty years ago, banks in Australia controlled over 80% of both business and...

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

For the best part of a decade now, income hungry investors have battled to find a decent yield. Thankfully, the capital gains from falling rates have offset the lack...

One of the current investment mantras at KKR is to ‘embrace complexity’. It sums up the global investment firm’s view that if assets are easy to access and easy to...

KKR’s Jeremiah Lane says investors are being drawn towards assets with perceived liquidity as well as assets that are easy to understand. This has created an...

Humans are drawn to simplicity. It's appealing when an investment has a good narrative that is easy to understand. The problem is they are likely to be appealing to...