New horizon for specialist investors
Australia’s private-debt market and the investors that specialise in it are not new phenomena. What is new is a headline cash rate at close to zero and the withdrawal of supply from the biggest historical source of local credit issuance – the major banks. Specialist investors say their sector is attracting more interest and inflows on the back of this changed environment.
The overlooked asset class in investors' insatiable search for yieldGuy Kaufman
The historically low cash rate has meant investor appetite for yield across the fixed income spectrum has become insatiable. In searching for yield, one key asset class has generally been overlooked. Investment Manager, Guy Kaufman, explains.
Identifying great companies amidst a (COVID-19) crisisJohn Garrett
“Bad companies are destroyed by crises, good companies survive them, great companies are improved by them.” When it comes to investing in a crisis, how do you identify the great companies that will capitalise, adapt to change and emerge stronger?