News and insights

Regular Ausbiz interview with Frank Danieli and Andrew Geoghegan

Regular Ausbiz interview with Frank Danieli and Andrew Geoghegan

Join Frank Danieli, Managing Director and Head of Credit Investments and Lending on his regular Ausbiz appearance with Andrew Geoghegan as he engages in a wide-ranging discussion on credit markets.

Ausbiz interview: A new environment calls for a different asset allocation mindset

Ausbiz interview: A new environment calls for a different asset allocation mindset

 

In an interview with AusBiz’s Kyle Rodda, our Head of Real Estate Credit, Drew Bowie, provides an introduction to the asset class and its advantages in a rising interest rate environment.

 

Real Estate Credit | Investment Series

Real Estate Credit | Investment Series

Through a series of three insight pieces, our Head of Real Estate Credit, Drew Bowie, provides an introduction to real estate credit, exploring its fundamental attributes and advantages.

Avoiding the pitfalls | Choosing a real estate credit manager

Avoiding the pitfalls | Choosing a real estate credit manager

As in all investment decisions, the experience and track record of the asset manager is an important factor. So, what are the key questions investors should ask when considering investing in real estate credit?

Mortgage security | The bedrock of real estate credit

Mortgage security | The bedrock of real estate credit

The cyclical and structural case for investing in the private market alternative of real estate credit is strong. As part of a diversified portfolio, it can offer a reliable and inflation-adjusted income return.

Equally important is the defensive strength and clear line of sight for downside capital protection provided by the security attached to its underlying investment – the first ranking mortgage.

 

 

Interest rising | The case for real estate credit

Interest rising | The case for real estate credit

Defensive in nature with a relatively attractive, resilient return profile, by design real estate credit can be shielded from the inflation challenges ahead. It can be an attractive through-the-cycle option for investors now both cyclically and structurally.

Choose your interest rate adventure

Choose your interest rate adventure

In his latest insight, Frank Danieli, Head of Credit Investments and Lending discusses how central banks, markets and investors got interest rate and inflation predictions so wrong, and why to invest well you just need to focus on a simple, seldom-asked question.

Bringing a $300M funding warehouse to life

Bringing a $300M funding warehouse to life

In light of Octet’s recently secured $300 million warehouse facility, Guy Kaufman, Investment Manager at MA Financial caught up with Justin Sweeting, CFO at Octet, to get their unique perspectives on how and why the deal came to life.

Killing Kenny – How a private credit investor successfully avoids the losers

Killing Kenny – How a private credit investor successfully avoids the losers

Investing in private credit is far more about avoiding the losers than picking the winners, and to do this we follow some simple but important principles.

The overlooked asset class in investors' insatiable search for yield

The overlooked asset class in investors' insatiable search for yield

The historically low cash rate has meant investor appetite for yield across the fixed income spectrum has become insatiable. In searching for yield, one key asset class has generally been overlooked. Investment Manager, Guy Kaufman, explains.