PRIVATE CREDIT
The problem isn't private credit. It's complexity
Recent failures have tested confidence. The deeper question is what separates an ordinary problem from a lender loss.
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PRIVATE WEALTH
Monthly Forex Outlook - September 2026
A market outlook covering Fed rate hike expectations, China's economic weakness, emerging climate technologies, and technical forecasts for major...
Tong Hoe Sng
Sept 4, 2026
PRIVATE CREDIT
Private Credit Weekly Insights - 28 August 2026
Private Credit in the Press and Consumer Price Index
Brett Craig
Aug 28, 2026
LETTER FROM THE MANAGING DIRECTOR
Outliers — Singapore: From Swamp to Switzerland
On 9 August 1965, Lee Kuan Yew went on television and wept. Singapore had just been expelled from Malaysia. A city of under two million people, with...
Calvin Ng
Aug 21, 2026
PRIVATE CREDIT
Public Fixed Income vs Private Credit
Risks and returns for Australian investors over the last decade.
Brett Craig
Aug 21, 2026
VENTURE CAPITAL
Sovereignty and Subsidy
"Who is quietly underwriting your returns and what happens when the subsidy ends?" Two seemingly different forces are beginning to align.
Mark Esterhuizen
Aug 21, 2026
PRIVATE WEALTH
Monthly Forex Outlook - August 2026
The Fed's July pause pushed yields to 19-year highs and the USD higher, while China's slowdown and Middle East tensions weigh on the outlook for...
Tong Hoe Sng
Aug 7, 2026
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