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Private equity – COVID-19 preliminary impact
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Private equity – COVID-19 preliminary impact

Provides preliminary observations of the COVID-19 impact on the private equity market.

5 Minute Read
Fixed Interest Research Trip Prelude: Collateralised Loan Obligations (CLOs) Leverage and Current Opportunity
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Fixed Interest Research Trip Prelude: Collateralised Loan Obligations (CLOs) Leverage and Current Opportunity

CLOs are structured credit securities which give investors different levels of risk exposure to the bank loan market. This paper looks at the degree of sensitivity of “mezzanine” tranches of CLOs (i.e. those tranches rated BB and below) to the underlying bank loan market. The paper also looks at the current attractive levels of spreads in the CLO market.
 

6 Minute Read
APRA heatmaps - Are super funds left sweating unfairly?
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APRA heatmaps - Are super funds left sweating unfairly?

The release of the inaugural APRA heatmap, one of a suite of tools to be used by the regulator to try and drive up the quality of outcomes delivered to superannuation members.

25 Minute Read
US Property Research Trip – substantiating the comment “Manhattan only has 3 days of food and beverage supplies”
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US Property Research Trip – substantiating the comment “Manhattan only has 3 days of food and beverage supplies”

During a recent property research trip to the USA, a New York based manager made the comment that “Manhattan only has 3 days of food and beverage supplies”. This remark caught JANA’s attention, so we sought to verify the claim. The comment was made to support the increasing need for distribution networks, particularly the “last mile” logistics close to cities with high population bases. 

5 Minute Read