GLOBAL INVESTMENT INSIGHTS

“Most of the major macro issues such as A.I. disruption, onshoring of supply chains, and energy independence are tailwinds for infrastructure assets. Creating a portfolio with exposure to unlisted infrastructure diversifies against the volatility of traditional public markets.”

- Rene Ogunbona is a Director at Igneo Infrastructure Partners, where he is responsible for originating, executing and managing unlisted infrastructure investments in Australia and New Zealand (ANZ) for Igneo's Global and Australia/New Zealand infrastructure strategies, with a particular focus on the energy sector. 

Rene will be presenting at Global Investment Institute’s upcoming Private Wealth Investment Leaders Forum, taking place on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“The housing shortage is structural, and the retreat of traditional lenders is unlikely to reverse quickly. That creates an opportunity for real estate private credit investors who can provide flexible capital, underwrite risk carefully and actively manage assets through the cycle.”

- Brendan Bosman is a Managing Director at Pretium, where he oversees the firm's investment activities in homebuilder finance. His background has focused on financing homebuilders and residential developers. At Pretium, his role is to help lead the firm’s effort to originate, underwrite and manage debt investments across the real estate landscape, including horizontal construction, vertical construction and multi-family lending.

Brendan will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Many still believe that private markets are complex, completely illiquid, or simply out of reach for a lot of investors. This view is quickly becoming outdated due to the growth of evergreen structures.”

- William Vettorato is the Head of Fund Strategy for Evergreens at EQT, where he is responsible for the management of the firm's evergreen products. This includes structuring evergreen funds, allocation and deployment policy as well as liquidity management. The role requires ensuring capital is deployed across the EQT platform in the most efficient manner to maximise investor outcomes.

William will be presenting at Global Investment Institute’s upcoming Private Wealth Investment Leaders Forum, taking place on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“A key theme in global high yield has been the re‑emergence of volatility, driven by movements in government bond markets. Importantly, corporate fundamentals have remained relatively resilient and default rates are still low, suggesting that volatility is being driven more by macro uncertainty than a broad deterioration in issuer quality.”

- Stephen Tapley is a Senior Fund Manager at Royal London Asset Management, where he is the lead manager across global high yield credit strategies. He is responsible for portfolio construction, security selection and risk management within a global opportunity set.

Stephen's focus is on trying to help generate consistent income, while seeking to control volatility and reduce default risk. He works as part of a collaborative global credit team, applying fundamental credit analysis and disciplined valuation, while integrating ESG considerations as part of their assessment of material risks and opportunities across market cycles.

Stephen will be presenting at Global Investment Institute’s upcoming Private Wealth Investment Leaders Forum, taking place on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Stretched equity valuations, tight credit markets and ongoing debate over the diversification reliability of bonds are prompting investors to reassess portfolio construction, with hedge funds increasingly viewed as a means to diversify both equity and fixed income exposures as well as generating significant alpha.”

- Toby Goodworth is the Head of Liquid Markets at bfinance, where he is responsible for overseeing all investment research activity within the firm’s Liquid Markets division, spanning global equity, fixed income and diversifying strategies research. For the last 13 years at bfinance, Toby has focused specifically on liquid alternative assets, supporting bfinance clients in allocating to hedge funds and other liquid, non-traditional strategies including FX overlays and tail risk overlays.

Toby will be presenting at Global Investment Institute’s upcoming Private Wealth Investment Leaders Forum, taking place on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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