Part 1: Public and private – perfecting the blend
Fixed income markets have changed dramatically over the past decade. We look at how investors have adjusted their approach and why co-mingling public and private credit in a portfolio can help maximise returns.
A very substantial private lending opportunity, right now
Pete Robinson introduces the CIPAM Credit Income Fund and discusses opportunities in Australia’s diverse private lending market.
Mortgage holders could be in for a shock as the next rate hike looms
We explore the flow-on impact of fixed rate mortgages resetting to potentially much higher levels.
What’s Hot And What’s Not – CIPAM Quarterly Report
Our quarterly around-the-grounds perspective on public and private credit markets.
What we're watching
What We’re Watching: This time is different
While we remain in lockdown, we ask our investment teams why these lockdowns seem different and what’s expected in 2022 and beyond.
Funding the BNPL revolution
We unpack how the Buy-Now-Pay-Later sector is funding their extraordinary growth and discuss some possible funding challenges on the horizon.
Market Review & Outlook: June 2021
We provide our quarterly around-the-grounds perspective on public and private credit markets, highlighting the risks and opportunities emerging following the most recent COVID outbreak across the east coast of Australia.
What does ‘mark-to-market’ mean in the context of credit?
In this video Pete Robinson explains what “mark-to-market’ means and how CIPAM approaches marking to market assets.
The crucial question investors are missing in the inflation debate
In the following article, we’ve sought to reflect both sides of the inflation debate, allowing you to be a “fly on the wall” for a Q&A between Pete Robinson, Head of Investment Strategy and Michael Bors, Senior Portfolio Manager in CIP Asset Management’s liquid credit team.
What we're watching
What We’re Watching: The story of Average Jane
We’re feeling pretty queasy about 2021. Now to be fair, us fixed income managers are rarely the glass-half-full types.
CIPAM Donation- Sydney Community Foundation
Big businesses like Challenger have an important role to play in society. There’s a moral imperative to work for the good of society.
The Merits of Investing in Credit
Victor Rodriguez from CIP Asset Management Fixed Income goes INDepth about ‘The Merits of Investing in Credit’ with Peter White from The Inside Network.