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22 December 2024

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Podcast: Property picks, PE update, and Warnes on Michelle Bullock

Season 2, Episode 13

After a glorious decade, private assets are being tested by a higher interest rate environment. Commercial property is at the forefront of that, and Steven Bennett, CEO of Direct Property at Charter Hall, joins us to talk through the challenges that he's facing as well as the opportunities going forward.

Another area of private assets being stress tested is private equity. Though, Rainer Ender is the Global Head of Private Equity at Schroders, thinks media coverage on this has been over-hyped. There are some segments such as late-stage venture capital and leveraged buyouts where deals are drying up, but other segments are holding up better.

Regular guest, Peter Warnes from Morningstar's Your Money Weekly, gives us an insight into why the new RBA Governor seems to be more wary of inflation than her predecessor, and what it means for interest rates and the economy. 

The podcast is also available via our dedicated website page, Google Podcasts, Apple Podcasts, Spotify, and BuzzSprout.

Please share with friends and colleagues, and a favourable rating would help spread the word. We welcome questions and suggestions at firstlinks@morningstar.com.

Grab a cuppa and settle in for our chat.

James Gruber
Editorial, Firstlinks and Morningstar

 

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