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Insight: Data Centre Financing in Australia

RBA

By RBA analyst, Bradley Speed This article has been sourced from the Reserve Bank of Australia. Article first published here. In this note, I estimate the...

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The Credit Market Lens: AI Capex and the Limits of Crowding Out

Contributing Author

AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out...

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Part 1 – The Cycle Does Not Create Risk. It Reveals It.

Contributing Author

Part 1 of a white paper by La Trobe Financial’s CEO, Chris Andrews Australian property lenders and private credit managers are under greater scrutiny than...

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Part 2 – Six Questions Every Private Credit Investor Should Ask

Contributing Author

This is Part 2 of a white paper by La Trobe Financial’s CEO, Chris Andrews - you can read Part 1 here. Investors should now...

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EM Private Credit Hits Record US$22.3bn Deployment As Investors Look Beyond Developed Markets

Contributing Author

Active global investment manager Ninety One has published a new analysis highlighting the rapid development of emerging market private credit. The asset class attracted a record...

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The Questions That Fixed Income Desks Need to Ask as Private Credit Hits Headwinds

Contributing Author

By Michael Frearson, Executive Director and Head of Fixed Income, Real Asset Management Following news of redemption gates across several property-backed funds, a large Sydney...

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A US$70 Billion Dollar Man

Elizabeth Moran

I recently had the privilege to interview Steve Boothe from T. Rowe Price about investment grade (IG) credit. I had heard him speak at...

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Bonds Are Now Bonds Again

Jon Lechte

Australian bond investors were badly hurt because of what they were earning and where yields started. Both are now much better, and the risk...

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Commercial Real Estate Debt: A Growing Market Under Greater Scrutiny

Contributing Author

By Stephen Martin, Head of Multi-Sector Credit, Challenger Investment Management Commercial real estate (CRE) debt has moved firmly into the spotlight. Recent reporting on borrower...

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Higher Yields Reflect Rising Real Rates, Not Fears of Higher Inflation

Contributing Author

US inflation expectations (derived from Treasury Inflation-Protected Securities) are rock-solid and steady. Real rates have driven all of the rise in observed yields this...