Investing for Income as Rates Shift
During periods of economic change investors tend to focus on one thing: income that they can depend on.
Welcome to the CIO Update page. Here you’ll find my quarterly updates with videos and articles that provide a snapshot of our portfolios’ performance, economic commentary and market observations. I hope you find these insights useful.
Chris Paton
Chief Investment Officer
Quarterly Update: April 2026
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The Difference is Discipline: Capital Finance International
Our Chief Investment Officer, Chris Paton, was recently featured in Capital Finance International discussing why discipline remains the defining factor in delivering durable investment outcomes, particularly as private credit continues to expand and market conditions remain uncertain.
Investing in a Time of Uncertainty - Market Webinar
Thank you to everyone who joined our recent webinar, we hope you found the discussion engaging. For those who were unable to attend live, or who would like to revisit the session, we’re pleased to share the recording below, which you can watch at a time that suits you.
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Award Winning 12 Month Investment Account
Our 12 Month Investment Account has been awarded by Money Magazine, as the Best Private Credit Fund – Mortgages, a record-breaking 17 years in a row.
Invest and earn Qantas Points
Make your money work harder and earn Qantas Points with La Trobe Financial^. Simply make an eligible investment of $10,000 in La Trobe Financial’s 12 Month Investment Account to participate in this offer. (Terms & Conditions apply)
Introducing the La Trobe Private Credit Fund ASX: LF1
Access two powerful private credit strategies – our award-winning 12 Month Investment Account and our US Private Credit Fund – through one ASX-listed fund.
^You must be a Qantas Frequent Flyer to earn and redeem Qantas Points. A joining fee usually applies, however, La Trobe Financial has arranged for this to be waived for new customers who join here. Membership and points are subject to the Qantas Frequent Flyer program Terms and Conditions.