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Credit primes as a defensive stalwart in higher-for-longer environment
As the impacts of rising interest rates continue flowing through the economy, credit remains one of the most reliable and attractive ways to add defensiveness...
No time like the present for senior secured loans: Invesco
Senior secured loans recover strongly from economic downturns and plenty of corporates are well prepared for any ructions ahead. Still, active management...
Opportunity awaits agile investors in 'new regime': BlackRock
Rapid economic and geopolitical changes have led to a new investment regime in the latter half of 2023, according to the BlackRock Investment Institute....
In the shadow of Edinburgh Castle, reinvestment is the Rock of Ages
Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out...
A clear bridge to energy transition exists, with listed infrastructure key
The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and...
IPO market may be 'dead', but PE purveyors quietly making moves to build up runway
A confluence of challenges for small caps and technology stocks has led to a dearth of companies developing into IPO candidates in the last 18 months, but that...
Why Invesco thinks now is the time for senior secured loans
There's still ample opportunity for loans generate higher than historical average returns, with Invesco expecting outperformance over the next 6-12 months. And...
Diversification is a free lunch, but you get what you pay for
Diversification is one of the most effective tools an investor can use, for the simple reason that spreading risk means you are unlikely to get wiped out if...
HMC Capital envisions rebuild for 'underperforming' icon, Lendlease (ASX:LLC)
HMC has invested heavily in the hope that after 30 years of disappointing shareholders, Lendlease can reinvent itself by shedding non-core assets and recycling...
Private debt providers well positioned for 'mother of all default cycles': Revolution
Commentators warn that a new default cycle will strip the shine from private debt strategies, but not all managers have been "sitting on their hands". And the...
Analysts make the case for exposure timing and structured correlation
As an ever-more-connected world makes it harder to deliver uncorrelated portfolios, there are still strategies investors can use to add diversification....
The 'thrill of the chase' in the small cap space
Small caps are coming back from a tough year, while opportunities abound in the IPO market and founder-led businesses according to Ausbil small and microcap...
Staying alive in a 'snipers alley' of investment risk: Ruffer
"Our preoccupation with fear makes us the gazelles of the investment market, always alert to dangers," Jonathan Ruffer says in his latest note. "But we are not...
Post-zero rate lending market opens the path for non-bank lenders
Despite facing rising interest rates, a higher cost of capital and concerns about their borrowing base, non-bank lenders have made their place in the...