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ASIC warns of hidden risks in Australia’s $200B private credit market

19 November 2025

Private credit has rapidly grown in popularity in Australian investment portfolios, offering attractive yields and diversification for investors willing to look beyond traditional bank lending. In our previous article, we…

What are ASIC’s concerns with La Trobe Financial and private credit?

15 October 2025

What is private credit? Private credit refers to lending by non-bank institutions, such as asset managers, to borrowers who may not qualify for traditional bank loans. These loans are typically…

How are higher bond yields impacting Japanese financial markets?

10 October 2025

Why are Japanese bond yields rising? After nearly a decade of ultra-loose monetary policy and near-zero interest rates, Japanese government bond (JGB) yields have risen to their highest levels in…

Why are US mortgage rates remaining high despite Federal Reserve rate cuts?

3 October 2025

What’s keeping US mortgage rates elevated? Despite the Federal Reserve’s recent interest rate cuts, including at its September 2025 meeting, US mortgage rates remain stubbornly high. Unlike credit cards or…

Why have US credit spreads fallen to multi-year lows?

22 August 2025

What’s been happening with US credit spreads? US credit spreads—the gap between US companies’ borrowing costs and US Treasury yields—have tightened to their lowest levels in over a decade1. Credit…

Why have emerging market bond yield premiums fallen?

1 August 2025

What’s been going on with emerging market bond yields? The spread between yields on emerging market (EM) government debt and US Treasuries has fallen to multi-year lows, amid concerns over…

Trump’s “Big, Beautiful Bill” passes congress: But what does it mean for markets?

4 July 2025

When did Trump’s bill pass? Following the US senate’s 51-50 approval of Trump’s ‘Big, Beautiful Bill’ earlier in the week, the US house of representatives has also voted 218-214 last…

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