Videos

Income investing the Market Matters way

The Market Matters Active Income Portfolio combines Australian large cap listed equities with a value focus together with other asx listed income securities, including hybrid securities and other listed income funds. James Gerrish is Market Matters’ Lead Portfolio Manager, guiding members through daily commentary and directing the Market Matters portfolios, he brings with him 20 years of experience.

13:57

Fixed Income with 2025 Vision

With inflation still above the RBA’s comfort level, interest rates likely to peak and ongoing geopolitical tensions, what is the outlook in the next year for the Australian income investor? In this session Mutual Limited will provide a guide to fixed income and credit markets, and what drives the returns that investors can expect to receive from holding anything from bank deposits, bonds and floating rate notes. This presentation will cover: 1. A 101 guide to bonds, floating rate notes and mortgage back securities, and how they can be used by investors seeking income; 2. The different between fixed and floating rate bonds; 3. How the economic environment is likely to impact fixed income and credit portfolios in the next year; and 4. Portfolio opportunities with different types of fixed income and credit securities, noting their risk and return profiles

Why a property debt fund can deliver outsized returns relative to risk

11:59

Why a property debt fund can deliver outsized returns relative to risk

The Capstone Income Fund is a debt fund available to wholesale investors with a diversified portfolio of registered mortgages over Australian property assets. Alexander MacDonald is the Founding Director at Capstone Funds, he has worked in project finance and construction for over 15 years and managed MacDonald Capital from inception.

Property Fixed Interest

15:16

Myth busting private credit

Aura High Yield SME (AHYSME) Fund aims to provide stable monthly income from a diversified portfolio of debt securities, principally issued by lenders to SME businesses in Australia. Roger Montgomery is the Founder and Chairman at Montgomery, he established Montgomery Investment Management in 2010 and has cemented his status as an expert in the industry. Brett Craig is a Director at Aura Credit Holdings, he previously worked at Macquarie and is a trailblazer in Australian Private Credit.

How a boutique private credit fund strategy can outperform larger funds

12:15

How a boutique private credit fund strategy can outperform larger funds

The Rixon Income Fund is a niche, asset-backed, high-yield private credit fund focused on capital preservation & monthly income. Patrick William is the Managing Director at Rixon Capital, he has nearly 20 years' experience in high yield SME private credit and public & private M&A.

Investing in Commercial Real Estate Debt: An Uncorrelated Alternative to Traditional Investments

13:15

Investing in Commercial Real Estate Debt: An Uncorrelated Alternative to Traditional Investments

For investors looking for an alternative to shares and traditional fixed income and property investments, the Zagga CRED Fund (ZCF) provides a CREDible avenue for portfolio diversification and regular, risk-adjusted income by investing in a specifically curated portfolio of credit-vetted, mortgage-secured loans. Alan Greenstein is the CEO and Co-founder of Zagga, he has more than 30 years’ experience in banking and finance, with work experience in the United Kingdom, South Africa and Australia.

Property Fixed Interest

A mid-market opportunity in Australian Private Credit - Asset Backed Finance Fund

11:33

A mid-market opportunity in Australian Private Credit - Asset Backed Finance Fund

The GCI Asset Backed Finance Fund provides secured debt facilities to non-bank lenders and corporates with physical and/or financial assets that can provide asset backing. Steven Sher is the Co-Founder & Managing Director at GCI. Steven is an experienced investor and executive with approximately 20 years of Private Equity and Private Debt investing at Goldman Sachs in both London and Sydney.

Private Assets Fixed Interest

How investors generate returns through the debt capital stack

12:01

15 Nov 2023

How investors generate returns through the debt capital stack

This presentation explores how the debt capital stack operates and where along the stack investors are able to gain exposure that provide different risk v return profiles

Retirement income products always protected

14:16

14 Nov 2023

Retirement income products always protected

Craig Racine from Gyrostat Capital Management presents 'Retirement income products always protected' at InvestmentMarkets November 2023 Virtual Investor Webinar

Generating Income for Retirement – Risks and Opportunities Amid Rising Interest Rates

14:49

14 Nov 2023

Generating Income for Retirement – Risks and Opportunities Amid Rising Interest Rates

Generating income has always been important for investors, particular retirees. With living costs rising dramatically, certainty of income has rarely been more critical. The risks taken by investors to generate income are commonly misunderstood and credit markets are often overlooked as a source for generating stable income. In this presentation Adam Scully will discuss how investors can access credit markets to enhance diversity in their portfolios as well as producing robust returns and strong income.

Invest Better with Convertible Bonds

Join us to hear the benefits of convertible bonds as a better risk-adjusted way to invest in Small Caps.

Fixed Interest Managed Fund

Investing in Bonds - Why it should be in your Top 3 choices

17:41

29 Mar 2023

Investing in Bonds - Why it should be in your Top 3 choices

Ray Trevisan from OTG Capital presents 'Investing in Bonds - Why it should be in your Top 3 choices' at the InvestmentMarkets 2023 Virtual Investment Seminar.