Topic: Thought leadership

Across the developed world, private credit lending has exploded in size over the last 10–15 years, filling the gap left by direct bank lending over the same period and taking share from the high yield bond and leverage loan markets.

This paper introduces Global Credit investing, highlighting its attractive risk/return profile, diversification, and liquidity benefits. We also outline why Global Credit should be a core component of any investor’s portfolio asset allocation.

Korean regulators look like they may be following the path carved by Japan with the recent announcement of their Value Up program of corporate reform.

Investors could well be disappointed by the pace of monetary loosening in the US, yet there are some opportunities among global cyclicals.

Investors should take a flexible approach to the outlook for US interest rates given they may remain higher for longer than anticipated.

Every market cycle sees a reshuffling of previous winners due to new investment cycles and disruptive technologies. Is today’s market ready to reshuffle?

For China, a strategy to align with the developing world provides a significant demand base for its emerging multinational champions you may have never heard of.

This White Paper outlines Antipodes’ thesis on why we think Australian bank shareholders are vulnerable.

In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).

Uncertainty is never good for short-term sentiment, but for the long-term investor, it can often present buying opportunities. This is the case when it comes to Chinese equities today, writes Sunny Bangia.