Asset Management. Lending. Corporate Advisory and Equities.

US half-year earnings season is nearing its end, while in Australian companies are just beginning to report. What lessons can be gleaned from global companies about the outlook for Australian consumers and businesses?  And what does this mean for credit investors, banks & financial institutions in our market?

Traditional fixed income (bonds) did not perform its intended defensive function in the last year, falling double digits in value globally. Many investors are now turning to other defensive strategies like private credit for more resilient returns and income.

In his latest bi-weekly interview with Ausbiz, Frank Danieli, Managing Director and Head of Credit Investments and Lending, had a wide-ranging discussion with Andrew Geoghegan addressing this trend and whether the opportunities are better in public or private assets.

In his latest wide-ranging interview with Ausbiz, Frank Danieli, Managing Director and Head of Credit Investments and Lending, discusses these questions with Nadine Blayney along with recent bond market sell-offs and the opportunities in the often-overlooked Private Credit market.