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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 best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

Shares

Boom, bubble or alarm?

After a stellar 2025 to date for equities, warning signs - from speculative froth to stretched valuations - suggest the market’s calm may be masking deeper fragilities. Strategic rebalancing feels increasingly timely.

Property

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Economy

Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

Shares

Is the iPhone nearing its Blackberry moment?

Blackberry clung on to the superiority of keyboards at the beginning of the touchscreen era and paid the ultimate price. Could the rise of agentic AI and a new generation of hardware do something similar to Apple?

Fixed interest

Things may finally be turning for the bond market

The bond market is quietly regaining strength. As rate cuts loom and economic growth moderates, high-quality credit and global fixed income present renewed opportunities for investors seeking income and stability. 

Shares

The wisdom of buying absurdly expensive stocks (or not!)

Companies trading at over 10x revenue now account for over 20% of the MSCI World index, levels not seen since the dotcom bubble. Can these shares create lasting value, or are they destined to unravel?

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