Since 2005, Challenger Investment Management has been an active investor in public and private credit markets, managing over $16 billion in assets and delivering strong, risk-adjusted returns through disciplined and innovative investment strategies.

Pete Robinson shares his insights on the evolution of Challenger Investment Management and the lessons that have shaped their approach to credit markets over the past two decades.

Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin and illiquidity premium are appealing to investors looking for income.

This episode explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation and the role it can play within a portfolio.

In this episode of the Netwealth Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity.

With individuals tightening their belts across the board, could responsible and ESG investment fall down the list of priorities? Pete Robinson flagged that cost-of-living and ESG investments did not need to fundamentally be at odds.

Global banking was rocked to its core in March. But it's still not 2008 Mark II, argues Pete Robinson of Challenger Investment Management.