In this section we explore investing basics, common themes and information to help guide your investing journey.
The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
In this presentation I introduced private credit as an emerging asset class for investors seeking reliable income. The Fund’s proven track record of capital preservation even throughout periods of asset price volatility, highlights the key role private credit can play in an investor’s portfolio.
In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted.