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.
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
22 April 2022
Video: How to avoid credit investing mistakes as rates rise and the geopolitical crises escalates
The following was produced and published by Livewire on 22 April 2022. “Get back to basics” and “Don’t make mistakes” – easily said, often difficult in practise. But they’re key for credit investors seeking to navigate the current market volatility. Against the backdrop of geopolitical and economic upheaval fuelled by the war in Ukraine and rising
28 March 2022
Current Income, Diversification and Downside Protection
Finding fixed income solutions with attractive current income and low duration risk has proved to be a struggle for many investors. At Ares we believe these challenges can be overcome by accessing the “sweet spot” of credit.
1 December 2021
Seeking Clarity in Private Debt
Executive SummaryThe well-publicized secular shift from public to private capital continues to garner interest from companies and allocators, contributing to increased adoption and continued growth in supply and demand. The private debt market has exhibited growth as banks continue to retreat from middle market lending and allocators seek sources of stable income amidst an extended