Drew Maloney’s Post

I'm thrilled to share some fresh insights on the prospects for private markets and strategic directions for our clients in 2024. In our latest edition of Investment Perspectives, Linda McAleer and Penny Cochrane, CFA, CAIA delve into three key areas: optimizing decisions around core UK commercial property allocation, weighing the relative attractiveness of debt over equity across private markets, and exploring the burgeoning interest in natural capital investment opportunities. Find out more here:https://okt.to/kz23SE https://okt.to/QDZf2w #privatemarketinsights #FinancialInsights #privatemarkets

We spoke to three of our executives to get their thoughts on the current business environment. With uncertainty around the softening of interest rates, what factors will impact alternative funds in the coming months. Is there confidence in the economy’s resilience despite global uncertainties? Read the full article here: https://lnkd.in/edvJ2d3y With thanks to Ian Harcourt, FRICS, Mat James and Neil Walker. #InterestRates #AlternativeInvestmentFunds #FundFinance

The big question for credit investors this year is whether spreads are tight relative to history. In his latest monthly column, Muzinich portfolio manager Ian Horn, CFA looks at five key factors in the European investment-grade markets in an effort to provide an answer. Click here to read more https://lnkd.in/eZzFg2yq Muzinich & Co views and opinions are for illustrated purposes only and not to be construed as investment advice. #investmentgrade #creditspreads #riskreward

Message us on LinkedIn for the complete white paper! 📈💼💬 Here are some key takeaways: 🔍 Private Credit AUM is expected to reach $2.3 trillion by 2027. 🛑 Public bonds vs. private assets: Illiquidity premium explained. 📊 High-yield bonds vs. private credit: Returns and volatility comparison. 🔄 10% reallocation to private credit boosts returns and reduces volatility. 🤔 Is private credit the next investment bubble? Our research says otherwise. #PrivateCredit #InvestingInsights Radek Jezbera | Oleg Kryukovskiy | Aleksandra Yurchenko | TAY Han Jie | Hatadi Haziq M. H. | Yujia Li | Thel Su Hlaing

Investors looking for the trifecta of strong yields, regular income and low volatility can find the answer in U.S. private credit. Add in the benefit of portfolio diversity, and it's easy to see why U.S. private credit is experiencing rapid growth in investor demand. In this Money Magazine Australia article, our Chief Investment Officer, Chris Paton explores the five qualities to look for when choosing a U.S. private credit manager. Read the full article here: https://lnkd.in/gDDdAUDH More information about our US Private Credit Fund here: https://lnkd.in/dpSZZqaS #LaTrobeFinancial #USPrivateCredit #LookingOutForYou 

We are delighted to announce that Nick Kelly, CFA will be speaking at the 2024 Private Wealth Australia Forum! Nick will discuss various aspects of private markets, including investor trends and allocations in the context of the current macroeconomic environment with higher interest rates. He will also provide insights on how to navigate potential headwinds in the future. With Nick and a wide range of impressive industry experts presenting, the forum promises to be an enthralling event! More information about the forum can be found here: https://ow.ly/RMIA50S84Ls #investments #forum #privatewealth #WTWINV_AU #WTWAustralia #assetmanagement #investor

Credit Analyst Fernando Farelo, CFA says location is key as he charts the recovery of the European real-estate credit market and outlines the reasons why positioning in the sector is an increasingly important consideration. 🔗 Read the article: https://nty.one/4dwHOHA 🔗 Visit our newsroom: https://nty.one/3LWYXhM #91PictureThis #creditmarkets #realestate #investing #investment Investment involves risk; losses may be made. For professional investors.

Excited to share new insights on private markets prospects for 2024! In our latest Investment Perspectives, learn from Linda McAleer and Penny Cochrane, CFA, CAIA about core UK property allocation, debt vs. equity attractiveness, and natural capital investments. Discover more: https://okt.to/TCUl1n #privatemarketinsights #FinancialInsights #privatemarkets

This month in our March newsletter, Kevin Walsh, Head of Credit Union Consultancy Services, and Donough Kilmurray, Chief Investment Officer, review the bond market over the past month and Diarmaid Sheridan, Analyst, has some very interesting trackers on the opinion polls. Anna Heaney, Investment Business Manager, discusses the mixed outcomes across the generational wealth gap, while Michael MacGrath, CFA, Head of Global Investment Selection, examines the US elections. Read our newsletter today – https://lnkd.in/eDstffp #creditunions #insight #investing

It's quarterly results day! 📅 Our Chief Financial Officer James von Moltke spoke with Bloomberg’s Oliver Crook in Frankfurt this morning. They discussed our robust first-quarter results, the performance of our investment bank, and the prospect of lower interest rates in Europe. 💡   Watch the interview: https://lnkd.in/dZSJkBgF   #Finance #InvestmentBanking #DeutscheBank #dbresults