Merlon discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.

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.

Private credit is a relatively new asset class in Australia and has grown considerably in recent years. While the private credit opportunity may be moderating in the US, as was discussed by Challenger Investment Management in a recent note, interest among Australian investors may not yet have peaked. Private credit offers a number of benefits to investors, including attractive risk-adjusted returns, an illiquidity premium and diversification out of public markets.

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.

Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective.

Dr Joseph Lai, from Ox Capital talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.

The Money of mine team sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.

Ares discusses how credit spreads and default rates are important metrics to consider when evaluating credit markets; however, taking a single number into account to qualify such a diverse market is likely to lead to missed opportunities

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.