Episode 1: Resilience in uncertain times: private equity as a diversifier

4 November 2020 10:23

Navigating investments in 2020 has been complicated in the face of sharp declines in GDP, volatility of listed equities and the low yields from traditional fixed income. Offering reduced correlation to listed assets, nimble governance and long-term management focus, this conversation considers how private equity might act as an attractive diversifier for wholesale investors.

Speakers
Serge Allaire, portfolio manager, MLC Asset Management
Jonathan Armitage, chief investment officer, MLC Asset Management
Paul Saliba, founder, Evolutionary Portfolio Services
Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial

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ASIC’s ‘guide’ for advisers considering private credit funds

ASIC’s 10 principles for “private credit done well” provide a timely and useful roadmap for financial advisers considering whether exposure to the asset class is right for clients. In a speech last week, Commissioner Simone Constant flagged fee transparency, liquidity mismatches and complex underlying structures as being among the things to watch out for.

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