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Revolution Asset Management

Is private debt ready for recession?

As we have seen in 2022, uncertainty has weighed heavily on markets and generated extreme volatility across asset classes. As the market headwinds shift from soaring inflation and rising interest rates to recession fears, investors need to rethink their allocations as we enter uncharted territory.

The expanding role of ESG in private debt

The interest in responsible investing within the private debt asset class is mounting as investors seek to understand ESG objectives and outcomes within private assets. Q&A with Steve Sutinen and Lucie Bielczykova.

A closer look at the impacts of inflation on private debt

A range of global factors are converging to create a new inflationary era. From demand distortions and supply dislocations to geopolitical risks, these factors are expected to increase volatility across financial markets in 2022, including in private debt.

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Retirement

The retirement account that Australia should have

Our retirement system asks one account to do two very different jobs. A dedicated "rainy day" account separating income from emergency savings could deliver better outcomes and greater peace of mind for retirees.

Investing

What the US midterm results mean for investors

Democrats have regained control of Congress, changing the equation in Washington. Whether that proves positive for investors will depend less on the result itself and more on what happens next for growth and markets.

Taxation

Should the capital gains tax reward risk?

A reader query on the recent CGT reforms has revealed a bigger issue. One overlooked feature of the old system may have done more than compensate for inflation. As we move to indexation, are we forgetting to reward risk?

Investment strategies

Bonds: The income and diversification trade-off

Rising yields have made bonds attractive again, but that does not mean they will behave as expected. As inflation, fiscal pressures and geopolitical risks reshape markets, the role of bonds may be more complicated than it appears.

Investment strategies

Why high-dividend investing deserves another look

Income investors have endured several lean years, but signs of a recovery are emerging. As opportunities improve, investors face an important choice between chasing headline yields and building a reliable source of income.

Investment strategies

Why 'overvalued' has been such an expensive word

Investors love simple rules, especially when markets appear stretched. Yet some of the strongest returns have arrived when the outlook seemed least attractive. This leaves an important question that history struggles to answer.

Investment strategies

AI – A good kind of bubble or just a bubble?

Investor obsession with AI is attracting unprecedented amounts of capital and confidence. But beneath the excitement lies uncertainties about returns, funding and risks that enthusiasts may not be paying enough attention to.

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