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Private lending has expanded rapidly over the past decade as banks pulled back from parts of the corporate market. The result has been a surge of capital chasing income, but the speed of that growth is also raising questions about how the sector will perform when the cycle eventually turns.
In this episode of the Rules of Investing podcast, Privity Credit Managing Part...
Equity markets are in the middle of what Greg Dean calls “the world’s most uncomfortable rotation." In this episode, the founder of Langdon Equity Partners explains why AI may not be the real story, why high-margin businesses can be more vulnerable than they appear, and how he’s positioning his portfolio, including a 7.6% stake in L1 Group and a decision to reinvest in Johns ...
More than 70 companies reported this week and while the ASX 200 continues to push record highs, stock reactions remain ruthless.
In this episode, Ben Clark argues it’s been one of the strongest reporting seasons in years, with banks, miners and consumer names broadly beating expectations.
He explains why Woolworths’ resurgence caught the market off guard, why Wi...
With reporting season taking a positive turn, Chris Conway speaks with James Gerrish of Market Partners to get his hot take on a big week of reporting season, the key beats and misses, and what he's keeping an eye on for the rest of the season.
The first big week of reporting season was full of fireworks with some wild swings in some of the biggest companies on the ASX. Livewire's Chris Conway spoke with Henry Jennings from Marcus Today to discuss some of the important results and how investors reacted.