Global credit can be a useful
diversifying asset class for Australian
investors. It can offer higher income
than cash, with less risk than shares,
while bringing diversification benefits that can reduce overall portfolio risk.

Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), a leading
provider of independent investment research, has awarded Bentham Asset Management, a leading
specialist global fixed interest and credit investment manager, the Fixed Interest Manager of the
Year Award for 2022.

Syndicated loans have developed
into an institutionally accepted asset
class because of their competitive
absolute returns and strong risk adjusted returns. When investing
in Syndicated Loans it is important
to consider managers that offer
diversification, as well as access
to new issues and hedging for
AUD investors.

We’re excited to announce the launch of our first ASX listed ETF (ASX code GCAP) in collaboration with VanEck.

The current low level of interest rates provides investors with a very low starting point for forecasting future market returns.

This paper considers the role for alternative asset allocations in a 60/40 balanced portfolio in different economic scenarios over the medium term.