Ares Australia Management (AAM) seeks to deliver innovative investment solutions with consistent and attractive investment returns for investors throughout market cycles.
Insights
The latest insights and opportunity set in global credit markets.
28 June 2022
Compelling Opportunity for Investors: Improving Convexity, Yet Benign Default Risk
What is Convexity & Why Is It Important? When credit instruments sell off, market participants will often talk about convexity being back. So, what is it? Convexity can involve complex mathematics; however, a simple way to describe the concept is that it occurs where risk and reward are asymmetrical: positive convexity refers to an investment
7 June 2022
Video: Why the scale of Ares’ platform cannot be ignored by credit investors
In this episode of Zenith Investment Partner’s ‘Meet the Manager’, Ares Australia Management Head Teiki Benveniste discusses Ares’ edge in the Australian market and the ‘sweet spot’ of credit. Teiki shares insight into the Ares Global Credit Income Fund, designed as a yield enhancer and diversifier for Australian investors’ portfolios, and how the heightened focus
31 May 2022
Video: Zenith Investment Partners reviews the Ares Global Credit Income Fund
Zenith’s Head of Research, Bronwen Moncrieff, reviews the Ares Global Credit Income Fund, currently rated ‘Recommended’ by Zenith.
10 May 2022
Video: Why it’s important to “time” your credit exposure (but not how you might think)
The following was produced and published by Livewire on 10 May 2022. For the last 12 months(1), fixed-rate credit assets have missed the mark, but floating rate has faired better irrespective of credit quality*. Ares Australia Management’s Teiki Benveniste explains why. “Amid higher inflation and rising rates, the only way assets with fixed coupons can reflect these
2 May 2022
Video: The deep divide in credit markets, and how to take advantage
The following was produced and published by Livewire on 2 May 2022. Currently, a big chunk of the credit market shows negative real yields and excessively high levels of interest rate duration risk. However, Ares Australia Management focuses on asset classes at the other end of the spectrum that have high cash yields and lower duration