Expert Perspectives Videos

Changing Asset Allocation Strategies: The Rise of Private Credit

For decades, the 60/40 portfolio—60% equities and 40% bonds—was the cornerstone of traditional asset allocation strategies. However, recent years have exposed the vulnerabilities of this approach. Private credit has emerged as a compelling solution

Expert Perspectives Private Assets

22 Nov 2024

· Frances MacDonald

· 4 MIN READ

Understanding the capital stack prior to investing in a high yield property fund

Investing in high yield property funds can be an attractive proposition, with promises of high returns frequently exceeding 14% per annum. Prior to make an investment, investors should ensure: they are aware of all the risks and they are being adequately compensated for the risks involved.

Expert Perspectives Property

26 July 2024

· Joe Christie

· 5 MIN READ

Attention shifting from inflation to the growth outlook

Over the past few years, the inflation outlook has been the key investor debate. Will it slow? If so, will it reach central banks’ target rates of around 2%? And if not, how much interest rate pain must households, businesses and governments swallow?

Expert Perspectives

26 July 2024

· Arvid Streimann

· 6 MIN READ

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