In this webinar co-hosted with IFM Investors, we examined the market for local (Australian) private credit, and discuss the portfolio construction considerations for investors.
SPAC investments have become all the rage, with almost as much money raised in the US as traditional IPOs. But not every investor is set to make money from these vehicles. ‘Caveat Emptor’, Sameer Jain warns.
Investors worldwide are increasingly looking to securitised debt strategies as an alternative to absolute return bond funds, new research by bfinance finds.
COVID-19 has had a different impact on the various segments in the private equity sector. We speak with OPTrust’s Sandra Bosela about the fund’s experience pre and during the pandemic.
As the pandemic wreaks havoc across the globe, does this structurally change the outlook for long-term assets, such as infrastructure? We speak with Aberdeen Standard’s Head of Economic Infrastructure to find out.
After the GFC, the funding costs of delta one instruments have been very volatile. BlackRock now thinks it has found the solution to gaining a better understanding of how these costs change over time.
Taking the lessons learned from the GFC, private equity firms have reacted much more quickly to the current turmoil in markets to assess their portfolio companies, LGT Capital Partners’ Ivan Vercoutere says.
New Zealand Super is a well-known timberland investors and the fund is now looking to boost its agricultural investments too, Neil Woods says.
When bonds no longer offer defensiveness, where do you look for portfolio protection? Perhaps it is time to set an explicit negative equity correlation target, Aberdeen Standard Investments says.