With the latest quarterly inflation data surprising on the upside, the RBA raised interest rates on Melbourne Cup Day “Without a fight”. Prior to the September quarterly inflation data, the market believed that another interest rate increase...
Learn moreWith the return of El Nino, conditions are hotting up in Australia. However, the US bond market is also feeling the heat with a sell-off leading to higher yields for longer-dated bonds. These are conditions not seen since the 1980s! Back in the People&r...
Learn moreAt a Glance: The private debt market has witnessed a significant growth with total private markets assets under management (AUM) reaching $11.7 trillion as of June 30, 2022, largely driven by long-term lenders like pension funds and wealth manag...
Learn moreAt a Glance: Europe's transition towards private debt highlights a significant shift from traditional banking, propelled by regulatory adaptations and market dynamics. Investors are attracted by private debt due to higher yield opportu...
Learn moreThe expertise and financial solidity of the servicer is something people often overlook in specialty finance. Christian Brehm of FC Capital explains why this would be a mistake. How would you describe FC Capital's approach ...
Learn moreOne governor leaves, another steps in, no change. In her first monetary policy meeting as governor, Michele Bullock kept interest rates unchanged at 4.10 percent. Interest rates are now on a knife edge with the RBA waiting on decisive data before ch...
Learn moreDr Lowe signed off with another pause in interest rates - no final pull on the interest rate lever! With a slowing but resilient economy, the RBA is comfortable to stay on the sidelines and observe. It did however join the international chorus of co...
Learn moreAt a Glance. Global merger and acquisition (M&A) activity declined in 2023, driving a shift towards private debt, particularly non-sponsored lending, which can offer high yields, diversification, and attractive returns. Wh...
Learn moreThe RBA and Federal Reserve are both having a breather as inflation continues to head in the right direction. More interest rate increases are coming but their economies are proving resilient. The UK is an outlier with its stubbornly higher inflation. C...
Learn moreThe RBA hit the “pause” button again in July citing economic uncertainty. The official cash rate remains at 4.10 percent. This is only the second pause since the RBA began raising interest rates in April last year. It could be interpreted as...
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