Aura Group
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Aura Private Credit: Letter to investors 19 May 2023
Brett Craig
May 23, 2023
The Australian Bureau of Statistics (ABS) has recently reported on various leading indicators that contribute to the Reserve Bank of Australia’s (RBA) monthly monetary policy decisions. The wage price index released last week reported the largest annual increase in wage growth in more than 10 years. The labour market also remains strong. Household spending growth has finally begun to show signs of slowing. continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 05 May 2023
Brett Craig
May 5, 2023
Tuesday 02 May saw the Reserve Bank of Australia (RBA) announce a 25-basis point increase to the Cash Rate, bringing the rate to 3.85 per cent. This caught the market and mortgage borrowers off guard, which had priced in no further increase. However, it remained consistent with commentary released by the RBA Governor, Phillip Lowe, in April. continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 28 April 2023
Brett Craig
April 28, 2023
The Australian Bureau of Statistics (ABS) released the Quarterly Consumer Price Index this week, which confirmed a second consecutive quarterly slow down. The Reserve Bank of Australia (RBA) will be closely assessing this data in preparation for next weeks’ monetary policy decision meeting. continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 14 April 2023
Brett Craig
April 14, 2023
Often, Private Credit investors ask, “are businesses debt serviceability prospects hampered by inflation, relating to good and service production inputs and increasing costs of debt capital?” continue…
by Brett Craig Posted in Aura Group.
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The Aura High Yield SME Fund receives a “Very Strong” rating from Foresight Analytics
David Buckland
April 11, 2023
The Aura High Yield SME Fund recently received a “Very Strong” Investment Rating from Foresight Analytics, indicating a “very strong conviction” Aura “can deliver a risk-adjusted return in line with the investment objectives of the Fund.” And given its “Complex” designation, I thought it valuable to reiterate some of the more insightful points in the report. continue…
by David Buckland Posted in Aura Group.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Aura Private Credit: Letter to investors 31 March 2023
Brett Craig
March 31, 2023
This week saw the release of two key economic indicators; the monthly indicator of the Consumer Price Index and Job Vacancies data. Both are displaying a slight softening in the economy, perhaps an early indication of the contractionary monetary policies explored last week, increases to the cash rate and quantitative tightening, beginning to take their intended effect. continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 10 March 2023
Brett Craig
March 14, 2023
The RBA is “resolute in its determination to return inflation to target and will do what is necessary to achieve that.” Last week’s 25 basis point rise to the official cash rate, now sitting at 3.6 per cent, forms part of the RBA’s approach to reign inflation back into the 2-3 per cent target range, implying that further pain is ahead. continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 03 March 2023
Brett Craig
March 3, 2023
This week, the ABS data has begun to paint a picture of a more subdued economic environment, where we are starting to see a slight drop in inflation, household savings and Gross Domestic Product (GDP) in the data. The RBA likely sees the shift in inflation as welcome news, with the effective monetary policy tightening to date finally starting to take effect. The market is still pricing in several hikes in the next 3 months. continue…
by Brett Craig Posted in Aura Group.
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Why Private Debt may be superior to bonds
Roger Montgomery
March 3, 2023
Looking for a higher rate of income? Who isn’t? But are bonds best? For decades investors have been told bonds provide uncorrelated ‘ballast’ for a portfolio of shares whilst generating much-needed regular income. The idea has been that shares offer growth, with bonds also offering diversification and stability. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick.
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Aura Private Credit: Letter to investors 24 February 2023
Brett Craig
February 24, 2023
Given this week’s quiet data release cycle, we thought we would explore some methods of funding that can be used by lenders we work with and to give context to where we participate in capital markets. continue…
by Brett Craig Posted in Aura Group.
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