Private Assets

The equity markets have been nothing short of a frenzy this year. Investors are starting the new financial year with recession at the front and back of their minds....

The rise of Australia’s official interest rate plays directly to the strengths of the Qualitas Real Estate Income Fund (ASX: QRI). QRI is a portfolio of investments...

Once the domain of institutional investors, private market investing is going mainstream and may even reach a value of $30 trillion in the years ahead. Urs...

In Australia alone, more than $40 billion worth of PE deals were completed by the end of May, research from Refinitiv shows. This squares with an S&P Global study...

At the most basic level, if you own a mortgage on a house, the current environment increases your liability. But spin the transaction around to focus on the debt,...

The NASDAQ 100 and ASX All Tech indexes are down around 30% for the year so far but private equity is seeing value in parts of the technology sector. That’s...

Small and medium-sized businesses need capital but consistently fall through the cracks, often ignored by big banks. In Australia alone, there’s a more than $200...

AustralianSuper announced last year its plans to double its private equity exposure over the next five years. The Future Fund is speaking of a “new investment order”...

For most of the past decade, as interest rates globally wallowed near zero and inflation was best described as benign, investors have been on a relentless pursuit...

It's one thing to stick the three letter ESG (environmental, social, governance) acronym onto a product, it's another thing to actually walk the talk and weave it...

Volatility is a two-way street. It can mean quick asset appreciation, but equally can mean sharp asset devaluation. What's more, those sharp rises and falls can...

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...

Investors in private debt are looking for stability of capital, first and foremost. But that doesn't mean they're stuck with low returns. In this wire, Andrew Lockhart...

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...

Much has been written on the growth of the private credit asset class in Australia and for all the nuances between credit strategies there is one consistent message:...

It only takes a brief walk-through of one’s local shopping center to realize how times have changed. I recently reminisced over the days where every second store was a...

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...

Are you tired of looking at the same group of companies every year? There are thousands of successful small-to-medium businesses in Australia. By only investing in...

The strong returns delivered by private equity are well documented. As a practitioner, I wanted to provide perspectives on why this might be the case: a first-hand...