Traditionally, multi-asset portfolios have relied on the negative correlation between bonds and equities for diversification. Yet, increasingly, we are seeing a positive correlation in public markets. 2022 was an extreme example, where we saw significant correlated dips in both bonds and equities. With current heightened volatility in global markets, investors need true diversification and downside protection via uncorrelated asset classes.
We are very pleased to report that all Funds across the Zagga portfolio have performed very well for the period ended 31 December 2024.
CEO & Co-Founder, Alan Greenstein, reflects on 2024, the challenges and opportunities for the Australian economy and the private credit sector, and what these mean for our clients.
Insights from industry experts on navigating a shifting economic landscape at a recent Zagga Fireside Chat where the panel discussion centered on the topic “Adapting to change: The opportunities and challenges for developers and investors in a shifting economic landscape”.
Private credit can avoid the volatility often seen in public markets for products such as bonds – which are extremely sensitive to interest rate movements and sentiment – instead, providing a predictable income stream based on the loan’s interest rate and duration.
The Zagga CRED Fund is now available for investment by wealth advisors in Japan, catering to the increasing demand among investors for alternatives that provide stable returns and serve as a hedge against market volatility. This expansion underscores Zagga’s commitment to offering its innovative investment solutions to a broader audience.
Our FY24 numbers are in and we are incredibly proud of the result delivered through much hard work by our exceptional team across five locations and the support of our investor and borrower clients.
Recently returned from a trip to a number of SE Asian countries, Zagga CEO & Co-Founder, Alan Greenstein, shares his thoughts on the increasing appeal of Australian real estate private credit among family offices in the Asia-Pacific region amidst global economic shifts and how this alternative asset class can be an attractive option for both foreign and local investors.
The Australian private credit asset class has become increasingly popular among investors, so it’s no surprise that the number of investment managers in this space has grown to meet the demand. One of the appealing aspects of debt-based investments is the ability to provide capital protection by holding a registered mortgage security over a real asset.
We have grown from an idea into an independent alternative investment manager focused on commercial real estate debt. Looking ahead, we are excited about the opportunities available to us, and our ability to originate secured investments, underpinned by high-quality commercial real estate assets, with strong, credible counterparties, offering consistent returns.
Traditionally, multi-asset portfolios have relied on the negative correlation between bonds and equities for diversification. Yet, increasingly, we are seeing a positive correlation in public markets. 2022 was an extreme example, where we saw significant correlated dips in both bonds and equities. With current heightened volatility in global markets, investors need true diversification and downside protection via uncorrelated asset classes.
We are very pleased to report that all Funds across the Zagga portfolio have performed very well for the period ended 31 December 2024.
CEO & Co-Founder, Alan Greenstein, reflects on 2024, the challenges and opportunities for the Australian economy and the private credit sector, and what these mean for our clients.
Insights from industry experts on navigating a shifting economic landscape at a recent Zagga Fireside Chat where the panel discussion centered on the topic “Adapting to change: The opportunities and challenges for developers and investors in a shifting economic landscape”.
Private credit can avoid the volatility often seen in public markets for products such as bonds – which are extremely sensitive to interest rate movements and sentiment – instead, providing a predictable income stream based on the loan’s interest rate and duration.
The Zagga CRED Fund is now available for investment by wealth advisors in Japan, catering to the increasing demand among investors for alternatives that provide stable returns and serve as a hedge against market volatility. This expansion underscores Zagga’s commitment to offering its innovative investment solutions to a broader audience.
Our FY24 numbers are in and we are incredibly proud of the result delivered through much hard work by our exceptional team across five locations and the support of our investor and borrower clients.
Recently returned from a trip to a number of SE Asian countries, Zagga CEO & Co-Founder, Alan Greenstein, shares his thoughts on the increasing appeal of Australian real estate private credit among family offices in the Asia-Pacific region amidst global economic shifts and how this alternative asset class can be an attractive option for both foreign and local investors.
The Australian private credit asset class has become increasingly popular among investors, so it’s no surprise that the number of investment managers in this space has grown to meet the demand. One of the appealing aspects of debt-based investments is the ability to provide capital protection by holding a registered mortgage security over a real asset.
We have grown from an idea into an independent alternative investment manager focused on commercial real estate debt. Looking ahead, we are excited about the opportunities available to us, and our ability to originate secured investments, underpinned by high-quality commercial real estate assets, with strong, credible counterparties, offering consistent returns.
We would like to acknowledge the Traditional Custodians of the lands, seas, and communities in which we provide our services. We would also like to pay our respects to the Elders past, present and emerging, and the continuing cultural influence they have on Australia.
Zagga Market Pty Limited (Australian Credit Licence 490904) ACN 611 662 401 acts as the Servicer of loans acting on behalf of the credit provider, Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786, trustee of the Zagga Investments Lending Trust
All portfolio numbers quoted correct as at 31 January 2025.
*Average investor return across the active portfolio as at 31 January 2025.
**Target return is after expenses and any applicable management fees for the year ending 30 June 2024. OCR = Australian Reserve Bank Official Cash Rate.
Past performance is not a reliable indicator of future performance and investments are subject to investment risk, fees and costs. Returns are not guaranteed.
Prospective investors wishing to invest in a Zagga direct investment or a Zagga Fund should fully consider the Information Memorandum, ZFF Fact Sheet and/or ZWF Brochure, available from Zagga, before applying to invest. Investments are subject to risks.
Articles on this website have been prepared by Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786 (Zagga) for information purposes only. It doesn’t take into account your objectives, financial situation or needs, nor is it intended as a substitute for any accounting, tax or other professional advice, consultation or service. Nothing in this article shall be construed as a solicitation to buy or sell any financial product, or to engage in or refrain from engaging in any transaction.
Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, express or implied, is made regarding future performance. Economic conditions may change.
Any analysis provided in this article is based on information obtained from sources believed to be reliable but Zagga does not make any representation or warranty that it is accurate, complete or up to date. Zagga accepts no obligation to correct or update the information or opinions in it. Any opinions expressed in this article are of the author and is subject to change without notice. Readers are reminded to exercise caution and use their own judgment when interpreting and applying the information contained in this article No member of Zagga accepts any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of such information.
