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Investors

10 August 2022

The Paradox of Investing

In our July board meeting with our Chairman, we discussed a recent article, titled “Super Shake Up”, featured in the Australian Financial Review. It ranked the performance of the 50 largest ‘balanced’ (or ‘growth’)1 Superannuation Funds in Australia, with only 3 reporting an absolute profit (of 1.6%, 0.6% and 0.5%) for the 12 months to June 30, with the remaining 47 recording losses for their investors.

I am sure Super Funds and Investors will be closely examining the results to identify the ideal composition of a portfolio to outperform competitors and the index.

MSquared Capital

Investors

27 October 2023

Essential Alternatives Interview – David Koch & Paul Miron

Msquared Capital Managing Director, Paul Miron, speaks with David Koch on ausbiz to discuss the latest developments in private credit, the economy, and how Msquared is positioning our funds accordingly.

Investors

25 October 2023

The End of Free Money

The most recent inflation figures, both here and in the US, reinforce that inflation is here to stay, with US inflation having risen to 3.7% in August 2023 (up from 3.2% in July 2023), and Australian inflation remaining elevated at a rate of 5.2% in June 2023. At the same time, expectations of higher oil […]

Brokers

27 August 2023

Talking Private with Msquared Capital – EP. 08 – Case Study: 2nd Mortgage Sydney Metro

Head of Distribution, Craig Stuart, and BDM, Joshua Cottam, sit down to discuss a specific $3.5m 2nd mortgage transaction financed by Msquared, with a 70% LVR, secured by a property located within the Sydney Metro area.

Investors

20 August 2023

Are We Ready to Debate the Housing Crisis and Face Reality?

As the outgoing Reserve Bank Governor, Philip Lowe, faced the House of Representatives Standing Committee on Economics last Friday, a sigh of relief was shared amongst mortgage holders that “the worst is over” regarding the fight against inflation. It only took 12 interest rate hikes to bring inflation at bay in the quickest contraction in […]

Investors

07 August 2023

Msquared Announces Joint Venture with EG Funds

EG has announced a joint venture with Msquared Capital to offer investors the opportunity to diversify into the private debt market to service…

Brokers

19 July 2023

Talking Private with Msquared Capital – EP. 07 – Information Required to Provide Terms

Head of Distribution, Craig Stuart, and BDM, Joshua Cottam, sit down to discuss the information Msquared requires to provide terms with speed and confidence for a given lending scenario.

Brokers

26 June 2023

Talking Private with Msquared Capital – EP. 06 – Hidden Costs in Private Lending

Head of Distribution, Craig Stuart, and BDM, Joshua Cottam, sit down to discuss the hidden costs associated with private lending products, and how these costs may not be factored in when comparing lending options.

Investors

22 June 2023

Is Private Credit the New Megatrend in Australia? (Part 2)

At the beginning of 2022, I posed the following question to an audience of sophisticated self-directed investors: Is Private Credit the new megatrend in Australia? It is important to remember these were carefree times when the official cash rate was at a historic low of 0.10%, and terms such as ‘cost of living pressure’, ‘mortgage […]

Brokers

14 May 2023

Talking Private with Msquared Capital – EP. 05 – New Product Offering

Head of Distribution, Craig Stuart, and BDM, Joshua Cottam, sit down to discuss Msquared’s new funding capabilities, which includes a luxury residential facility, a 3-year industrial product, and the ability to lend against land subdivision residual stock, all with loan sizes up to $50m.