In Trump’s world nothing is certain, not even taxes
The Trump administration is playing a dangerous hand, assuming that foreign investors and corporations have no choice but to remain in US markets.
Podcasts
Market volatility and the lessons from the past
With the recent market mayhem global investors have endured, it can be beneficial to look back in time and the take stock of the lessons learnt and how they can be applied to navigate what may be a bumpy road ahead. Challenger Investment Management’s Head of investment strategy, Pete Robinson, joined the Financial Standard podcast […]
Australian Funds Should Invest More in Credit, Challenger Says
Australia’s pension funds should consider investing more in local-currency credit products as the greenback’s recent decline may pose risks to their expanding overseas portfolios.
Private credit needs to lift its game to be taken seriously
Private credit is not a passing trend. But if the industry doesn’t address lingering concerns, it risks being treated like one.
ASIC turns up the heat on private markets
ASIC is setting its sights on the private markets sector, flagging it will pay particular attention to the surging popularity of opaque private debt investments.
ASIC Releases Discussion Paper on Private Markets
The Australian Securities & Investments Commission has released a discussion paper on the dynamics between public and private markets and is seeking submissions and engagement from participants in Australia’s capital markets, their advisers and other interested persons on important issues and implications arising from evolving changes in Australia’s capital markets.
Faith in private markets unshaken following AusSuper $1.1bn hit
Pete Robinson spoke with Investor Daily on the importance of understanding that losses are inevitable when taking risks in investments.
Don’t hope for cuts, prepare for hikes
Given markets discounting a hard landing, it makes sense to prepare for the worst rather than hope for the best.
Private credit: Navigating the risks and rewards
As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity.
Livewire Exclusive – It’s time to reconfigure your portfolio allocation
Whispers of inflation are consuming global markets. When can we expect it? How should we account for it? The reality is, inflationary pressures are already present in the market, says Pete Robinson in this Livewire Exclusive.
The Inside Network: IN60 with Pete Robinson
Pete Robinson from CIP Asset Management goes IN60 from with Peter White from The Inside Network.
Livewire Exclusive – Income investing: How to position for the biggest challenge of 2021
Victor Rodriguez and Pete Robinson discuss what the end of JobKeeper means for investors and outline where they do (and don’t) see opportunity ahead.