Private Debt

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

The latest APRA statistics for lending by Authorised Deposit-taking Institutions have recently been released for the June quarter. A noticeable trend is the declining...

As one of the last bastions of decent risk-adjusted yield, where 7% p.a. - 12% p.a. is typical, private debt is becoming increasingly popular with investors looking to...

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...

ASX listed debt trusts are trading at material discounts to the value of their underlying assets, which presents potential opportunities for investors to derive...

There is something quite mystical about government bonds. It is astounding that such a simple financial instrument could be held in such high regard that it can offer...

Over the last decade Australian banks have been steadily retreating from the real estate lending market. This gap has created an opportunity for private lenders to...

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...

There is a perception among investors that it isn’t possible to earn an attractive yield with capital protection while official interest rates are at record lows. Bob ...

Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastructure. The fund...

Unlisted assets have risen in popularity in recent times (as discussed in the first part of this series), in part due to their less volatile nature and the returns on...

Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees.Chris is of the view that the increased...

Urs Wietlisbach, Partner & Co-Founder of Partners Group, recently met with investors to discuss the proposed listing of the Partners Group Global Income Strategy...

Urs Wietlisbach, Partner & Co-Founder of Partners Group, says the biggest difference between public and private markets is that the returns are better in private...

Partners Group, which manages $120 billion in assets globally, has a credo of “The client is in the middle”, with a sign on the Investment Committee’s wall reminding...

It’s not often that you encounter an investment that hasn’t had a negative year of returns. Partners Group started investing in private debt in 2006 and have an...

With the right managers behind the wheel, dislocation in debt markets can present meaningful investment opportunities. In the latest Inside the Rope podcast episode,...

Appetite for alternative defensive allocations continues to grow as investors seek new ways to preserve capital and generate stable income. This is supported by a...

Since 2014 Australia’s private sector has been on a borrowing binge which has seen private sector debt rise to levels last seen prior to the GFC in 2008. But to what...