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Expert Perspectives · Private Assets · 4 MIN READ

Changing Asset Allocation Strategies: The Rise of Private Credit

For decades, the 60/40 portfolio—60% equities and 40% bonds—was the cornerstone of traditional asset allocation strategies. However, recent years have exposed the vulnerabilities of this approach. Private credit has emerged as a compelling solution

Frances MacDonaldCo-Founder and Director

22 Nov 2024

Understanding the capital stack prior to investing in a high yield property fund

Investing in high yield property funds can be an attractive proposition, with promises of high returns frequently exceeding 14% per annum. Prior to make an investment, investors should ensure: they are aware of all the risks and they are being adequately compensated for the risks involved.

Expert Perspectives Property

26 July 2024

· Joe Christie

· 5 MIN READ

Attention shifting from inflation to the growth outlook

Over the past few years, the inflation outlook has been the key investor debate. Will it slow? If so, will it reach central banks’ target rates of around 2%? And if not, how much interest rate pain must households, businesses and governments swallow?

Expert Perspectives

26 July 2024

· Arvid Streimann

· 6 MIN READ

Investing in Refinanced SMEG Loans

The end of the SME Loans Guarantee Scheme presents a large number of opportunities for private credit funds refinancing borrowers from banks.

Expert Perspectives Investor Education Shares

25 May 2023

· Ben Harrison

· 5 MIN READ

Understanding the capital stack prior to investing in a high yield property fund

Expert Perspectives Property

26 July 2024

· Joe Christie

· 5 MIN READ

Attention shifting from inflation to the growth outlook

Expert Perspectives

26 July 2024

· Arvid Streimann

· 6 MIN READ

Investing in Refinanced SMEG Loans

The end of the SME Loans Guarantee Scheme presents a large number of opportunities for private credit funds refinancing borrowers from banks.

Expert Perspectives Investor Education Shares

25 May 2023

· Ben Harrison

· 5 MIN READ

Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

Private Credit Fund Unit Pricing – Overvalued?

Among the attractions of an investment in an unlisted private credit fund is avoiding the volatility associated with the public markets. There is a downside to not marking-to-market, as it risks a fund holding assets at a Book Value well in excess of Fair Value.

Expert Perspectives Fixed Interest Private Assets

14 Apr 2023

· Rixon Capital

· 3 MIN READ

Payton Capital Quarterly Economic Outlook

The current economic environment remains uncertain. Has enough (or too much) been done by the RBA to curb inflation? How long will it take to find out? Will the unemploy- ment rate rises before inflation is controlled? Could global events swamp the best inten- tions of Australia’s central bank once again? And, are there opportunities for investors in the property sector right now?

Expert Perspectives Macro

31 Mar 2023

· Payton Capital

· 11 MIN READ

Private credit fund Management Fees – more than meets the eye

Wholesale private credit products offer investors access to unique and attractive investment opportunities not usually available to the retail investor market. Because wholesale products don’t provide investors with the same consumer protection as retail funds, it’s important to review the offer document in full and seek advice if required.

Expert Perspectives Fixed Interest Private Assets

27 Jan 2023

· Rixon Capital

· 3 MIN READ

Wine investment beats inflation

Concern about increasing inflation has led to a surge in the prices of fine and rare wines as investors flock to this inflation hedge.

Expert Perspectives Alternative Investment

18 Jan 2023

· Oeno Group

· 2 MIN READ

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