The outlook for Australian equities in 2012

“These factors suggest it may not be too long until we are back to 2009 where there was a greater risk to not holding equities. Markets tend to ‘climb the wall of worry’. So even though Europe is unlikely to be ‘solved’ in any quick way, an end to the uncertainty would likely give rise to a relief rally.

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Suspensions and redemption queues ‘speed bumps’ on private credit road: Blue Owl

Suspensions and redemption queues ‘speed bumps’ on private credit road: Blue Owl

It is fair to be concerned about private credit fund suspensions and redemption queues, Blue Owl head of alternative credit Ivan Zinn says, but he believes that two years from now they’ll be looked back on as nothing more than a “speed bump” on a highway of growth and strong returns.

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