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21 May 2025
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As the global economy slows, private debt can be an attractive option for income investors. It provides reduced capital volatility and reliable income, as well as risk-adjusted returns that are linked to inflation.
Investors fear the RBA’s actions could end Australia’s long run of economic growth, causing market volatility. Private debt can offer both capital preservation and attractive risk-adjusted returns to investors.
While interest rates remain low at present, and inflation remains an emerging risk, now is the time for investors to be proactive in reviewing their portfolio to ensure their capital is protected.
The nature of private debt brings lender and borrower closer together. They develop a close relationship and use frequent reporting arrangements that allow timely responses to any change in circumstances.
In private debt funds - unlike in boutique equity funds - there is a big payoff for investors from having a bigger loan book. Scale makes private debt providers more relevant to borrowers and investors.
With investors focusing on sustainability more than ever before, we look at the increasing role ESG is playing in private markets and provide some insights into how to factor sustainability into investment decisions.
Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.
Dividend investing offers steady income and behavioral benefits, but its effectiveness depends on goals, market conditions, and fundamentals - especially in retirement, where it may limit full use of savings.
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.
Fascinating initial studies suggest that while we age continuously in years, our bodies age, not at a uniform rate, but in spurts at around ages 44 and 60.
Portfolio Manager Ted Alexander outlines the changes that he's made to Platinum's International Fund portfolio since taking charge in March, while staying true to its contrarian, value-focused roots.
The Trump administration has not killed the multi-decade investment opportunity in decarbonisation. These four industries in particular face a step-change in demand and could reward long-term investors.
The recent federal election outcome has puzzled many, with Labor's significant win despite a modest primary vote share. Preference flows played a crucial role, highlighting the complexity of forecasting electoral results.