In this presentation I introduced private credit as an emerging asset class for investors seeking reliable income. The Fund’s proven track record of capital preservation even throughout periods of asset price volatility, highlights the key role private credit can play in an investor’s portfolio. 

The Consumer Price Index data was released this week, recording the largest annual rise in inflation since the introduction of the Goods and Services Tax in 2000.

With another jump in inflation expected to be reported this week, the Reserve Bank of Australia (RBA) is justifying their rapid rate rise trajectory. But how will businesses and households respond?

Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade.

Roger joined Philip Clark on ABC Nightlife to discuss recession and inflation. With the costs rising for food, petrol and energy along with interest rates also going up, is the economy about to enter a recession? With the lowest level of unemployment in known memory, are you wondering how can a downturn be imminent?

Tony Yoo published an article in the Motley Fool discussing a stock that has lost half of its value since November but has a massive growth opportunity ahead of it.

In this video with LiveWire markets Aura High Yield SME Fund Portfolio Manager Brett Craig introduces you to the fund and explains how it invests across the private debt space in the Australian market. In the five years since inception, the fund has produced consistent monthly positive returns

Hans Leee published an article in Livewire where I share what I have learnt after such an unprecedented and remarkable year for markets. Read my thoughts and why I am being patient during this market turmoil.