We unpack how the Buy-Now-Pay-Later sector is funding their extraordinary growth and discuss some possible funding challenges on the horizon.
Credit vs Equity: can credit ‘puts’ be an attractive proxy hedge for equities?
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.
In this video Pete Robinson explains what “mark-to-market’ means and how CIPAM approaches marking to market assets.
This month introduce our return-seeking Core & Growth Alternative Risk Premia portfolios.
In this video Pete Robinson discusses with Peter White from The Inside Network the role of private lending in investment portfolios and how CIPAM assess credit risks and ratings.
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.
This month we look at constructing protected portfolios, how protection can play a part in your asset allocation.
Whispers of inflation are consuming global markets. When can we expect it? How should we account for it? The reality is, inflationary pressures are already present in the market, says Pete Robinson in this Livewire Exclusive.
This month we look past the initial implementation of the protection strategy to the ongoing management.
Pete Robinson from CIP Asset Management goes IN60 from with Peter White from The Inside Network.
In this session replay from Australia EQD 2021, Josh Heller moderates a panel on systematic investing and diversification.