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Private debt can counter history

At this year’s Portfolio Construction Forum ‘Markets Summit’ held at UNSW, Metrics Managing Partner, Andrew Tremain delivered a presentation titled ‘Private debt can counter history.’

The theme of the conference was ‘History does not repeat, but it rhymes.’

As part of a selected faculty, and in front of an audience of wholesale and retail researchers and consultants, Andrew outlined the opportunity in Australian private debt and explained the benefits that the asset class can offer investors seeking income and capital protection.

Full Synopsis: “US investment banker J Pierpont Morgan over a century ago gave a stock market forecast which remains as accurate today as then. “I can tell you exactly what it will do for years to come. It will fluctuate,” he famously said. History shows investors should always expect the unexpected – which simply underscores the benefits of adding private debt to a portfolio. It can deliver a consistent yield with lower volatility than other asset classes to help smooth the inevitable cyclical returns of a diversified portfolio. Without it, investors are more vulnerable to the market vicissitudes that can up-end bond and equity strategies with little notice.”

 

 

 

Presented By Andrew Tremain, Managing Partner, Metrics Credit Partners, At Portfolio Construction Forum Markets Summit 2024

 
21 February 2024
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