Private debt will keep your portfolio on an even keel in turbulent times by adding the necessary ballast to provide the capital security that other assets cannot deliver. When peaceful trade and stable inflation are the norm, investors can use long duration debt and equity to provide adequate return without fearing their portfolios will capsize. Today, investors face the opposite scenario in which the Ukraine war, amongst other factors, is driving economic turbulence and high inflation. In these unsettled VUCA conditions, private debt can offer short duration with a focus on capital preservation. Its characteristics – including floating rates, strong governance, and low correlation with public markets – all work to ensure smooth sailing and a silver lining for investors in the form of consistent, risk-adjusted returns and income

Andrew Lockhart

If the question is how to achieve an attractive risk-adjusted return through all economic environments, then private debt is the answer. The future ain’t what it used to be - except for private debt.

Andrew Lockhart | 0.50 CE

A great attack scores points, but defence wins premierships. The same principal applies to investment portfolios. By making private debt the centre of a defensive strategy, investors can win in all conditions.

Andrew Lockhart | 0.50 CE

Quantitative easing has inflated the price and risk of asset classes. Private debt prices in this risk and offers investors the capital protection they deserve.

Andrew Lockhart | 0.50 CE

Private debt essential to modern investment portfolios. If the end objective is an attractive risk-adjusted return, then private debt is the means to get there.

Andrew Lockhart | 0.50 CE

With the official cash rate near zero, it's time to head back to the drawing board to find a more consistent source of income. Private debt provides a compelling alternative source of income in a portfolio.

Andrew Lockhart | 0.50 CE

With higher returns than term deposits, and less risk than hybrids and equities, corporate loans add up to an attractive alternative in a potentially rising interest rates environment.

Andrew Lockhart | 0.25 CE