WE KNOW MANY OF OUR CLIENTS NEED A RELIABLE INCOME
PORTFOLIO MANAGER OF THE AURA HIGH YIELD SME FUND BRETT CRAIG DISCUSSES THE OPPORTUNITIES IN PRIVATE CREDIT IN TIMES OF RISING INTEREST RATES AND INFLATION AND HOW PRIVATE CREDIT CAN BE AN ESSENTIAL COMPONENT OF AN INVESTMENT PORTFOLIO.
As we predicted last November, Australian house prices have now topped out and begun their march lower. A quick visit to any of Australia’s holiday hotspots will reveal a testament to the sudden end of the most recent boom – a plethora of properties advertised for sale at the vaguest possible price known; ‘Contact Agent’.
With market indices sliding, the bears are emerging from their hibernation to shout ‘I told you so’. Markets, especially equity markets, inevitably journey through periods of negative returns, so eventually, the bears must be correct.
In this week’s video insight Roger identifies why it is important for investors to contemplate the implications for investment markets of the conflict with Russia and Ukraine resolving quickly or being long and protracted. According to research conducted by UBS, in past periods when inflation is high and growth slows to a moderate level the U. S.