As we cross into the second half of 2023, we look back at our readers’ most popular investment insights so far.
Looking at the titles, clearly the spectre of a looming recession is on investors’ minds, along with what it means for investors in private debt. Our four-part series, ‘Is private debt ready for recession’ lays out the implications and the opportunities for the asset class.
Meanwhile, our most popular article addresses concerns over private market valuations. In this article, Simon Petris Ph.D., Executive Director and Senior Portfolio Manager, discusses why he believes that not all private markets can be accused of ‘volatility laundering’.
We hope you enjoy this curated list of our most popular insights and find them valuable as you look to the new financial year ahead.
Not all private markets are ‘volatility laundering’
Not all private debt is the same (Part one – Is private debt ready for recession?)
Reaching for resilience as we take a closer look at leveraged loans (Part two – Is private debt ready for recession?)
Considerations when investing in real estate debt (Part three – Is private debt ready for recession?)
A closer look at Asset Backed Securities (Part four – Is private debt ready for recession?)
This article is for institutional and professional investors only and has been prepared by Revolution Asset Management Pty Ltd ACN 623 140 607 AFSL 507353 (‘Revolution’) who is the appointed investment manager of the Revolution Private Debt Fund I, the Revolution Private Debt Fund II and the Revolution Wholesale Private Debt Fund II (together ‘the Funds’). Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’) is the Trustee and issuer of units for the Funds. Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 (‘Channel’) provides investment infrastructure services to Revolution and Channel and is the holding company of CIML. None of CIML, Channel or Revolution, their officers, or employees make any representations or warranties, express or implied as to the accuracy, reliability or completeness of the information, including forecast information, contained in this document and nothing contained in this document is or shall be relied upon as a promise or representation, whether as to the past or the future. Past performance is not a reliable indication of future performance. All investments contain risk. This information is given in summary form and does not purport to be complete. To the extent that information in this document is considered advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling units in the Funds please note that it does not take into account your particular investment objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information having regard to these matters, any relevant offer document and in particular, you should seek independent financial advice. For further information and before investing, please read the relevant Information Memorandum available on request.