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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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Taxation

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Property

It's okay if house prices drop

The assumption that falling house prices are electorally fatal has shaped policy for decades. Evidence from upzoning suggests affordability can improve without reducing overall housing wealth.

Investment strategies

Investment bonds for intergenerational wealth transfer

Investment bonds can be a versatile and a tax-effective option for building wealth for longer-term investment goals. They can also be used as an estate planning tool, enabling the smooth transfer of wealth to younger generations.

Investment strategies

Why switching to income may make sense in 2026

Investors are jumpy as valuations continue to rise and income investing may provide a respite. In a challenging market for income investing AML offers their top picks.

Interviews

Retiring Schroders boss on lessons he’s learned, industry changes, and the market outlook

CEO Simon Doyle is retiring after 38 years in the finance industry. In an interview with James Gruber, he shares the three main lessons he’s learned, and where he sees opportunities and risks in markets today.

Investment strategies

How US midterm elections affect the markets

Investors may overlook the US midterms amid global events, but they could still impact markets. History shows markets react during midterm years, with increased volatility and lower returns. Will this year be any different?

Investing

Does increasing geopolitical risk lead to higher equity market returns?

Increasing geopolitical tensions has investors on edge but one study shows evidence of a war premium for equity markets.

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