We are delighted to announce that La Trobe Financial Private Credit: LF1 is now live on the ASX. Hear from our Chief Investment Officer, Chris Paton.
If you have not been able to join our webinars, a recorded webinar is available to be viewed at your convenience. In these sessions, we go deep into the strategy, the underlying portfolios, and cover a wide range of Q&As.
Long-term readers will know that we have been vocal in our calls for markets –public and private – to embrace transparency. After all, sunlight is the best disinfectant.
With inflation coming back under control, and the beginning of interest rate cutting cycles across some developed economies, the final months of 2024 saw some semblance of certainty. After all, markets love certainty. Over in the US we saw stock markets surging. Here in Australia the ASX200 hit a series of all-time highs across the calendar year. From the ‘perma-crisis’ of the COVID era, this was a welcome change.
The United States and all its news, culture, entertainment, politics and business influences are never far from everyday life in Australia. From Black Friday sales and trick-or-treating on Halloween to nuclear-powered submarines and Netflix binges, American and Australian lives are deeply intertwined.
It’s been a blockbuster month for economic data in Australia. The key takeaway? Cautious optimism remains the most sensible stance. While it would be nice to drop the “cautious” and lean fully into optimism, risks still linger.
In asset management, there’s really only one product on the shelf: investment performance. And the old saying, “what’s on the label should match what’s in the tin,” couldn’t be more relevant. It speaks to the importance of transparency, honesty, and consistency—qualities every investor should expect from their manager.
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