23 Jul 24
Insight
Alternatives
3 Distinct Opportunities Available to the Yield-Seeking Investor
These three investment ideas are designed to anchor your portfolio, generate outsized yield, and profit from deep discounts.
19 Jul 24
Insight
Australian Equities
Internal Radio Theranostics
Although theranostics is a made-up fusion of two words, therapeutics and diagnostics, it has become an accepted new word, or neologism, to describe this rapidly emerging field of medical science. It seeks to be both a therapy and a diagnostic for cancer treatment.
19 Jul 24
Insight
Global Equities
Stewardship and Advocacy Report 2024
In Impax's seventh annual report, they showcase stewardship and advocacy activities in 2023 and summarise the outcomes arising from focused efforts.
16 Jul 24
Insight
Australian Equities
The Evolution and Benefits of Equity Income Funds in Australia’s Growing Retirement Market
Merlon discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.
12 Jul 24
Insight
Fixed Income
Finding Alpha Podcast | Too good to be true?
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.
05 Jul 24
Insight
Australian private credit is booming… What should investors look out for?
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 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.
19 Jun 24
Insight
Alternatives
How the “higher for longer” world influences where this investor puts cash to work
With spreads so tight and rates so high, where is the best place to make your cash work for you?
18 Jun 24
Insight
Fixed Income
Private Credit: Ensombl Podcast
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.
17 Jun 24
Insight
Alternatives
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective.