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18 June 2026
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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.
Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.
Something unusual is happening in markets. The winners are pulling further ahead at an extraordinary pace. As return dispersion hits extreme levels, volatility is rising and the investing landscape is becoming harder to navigate.
Extreme wealth concentration is no longer just a side effect of growth. As inequality deepens, its consequences are shifting from a social concern to a broader threat to economic stability and democratic resilience.
AI exuberance is colliding with economic reality. Cracks are emerging as spending surges, ROI remains uncertain and enterprise behaviour shifts. The next phase may look less like an expansion and more like a reckoning.
The 2026 budget has reignited Australia’s tax reform debate, but more work remains. Beneath the surface lies a harder question: what structural reforms are needed to make the country's tax system fit for the future?
The Budget's negative gearing changes defer deductions rather than deny them, yet a worked example shows quarantining can halve the tax benefit's present value for buyers of established dwellings.
In just four years, Australia's private capital landscape has transformed. We are seeing changes across who deploys capital, how deals are structured and why new platforms and investor pathways are rapidly emerging.