Author: Brendan Scarf
Unlocking Opportunities in Australia’s Credit Market
With aggressive monetary stimulus well behind us, the first half of 2024 is starting to show some stark changes in credit markets from this time last year. Although liquidity is slowly leaving the system, pricing would indicate this isn’t happening uniformly as capital is being reallocated amongst credit classes. This note provides recent observations across public and private credit markets and offers insights for investors considering the space.
Private Credit. For Better, For Worse
To have a thorough understanding as to why a credit return profile is asymmetric, we look to understand the nuances underlying credit exposures.
Great Opportunities Developing in Credit Markets
The following is intended to provide a current overview of the Australian credit landscape and the opportunities which Carrara is currently seeing and expects to continue into the first quarter of next year.