A maturing US$3 trillion asset class: what’s under the hood is what matters
Private credit continues its rapid expansion and is now firmly established as a core allocation for global investors. The asset class now exceeds US$3 trillion globally and is expected to grow beyond US$5 trillion within the next three years.
Anatomy of an almost bubble Whilst geopolitical uncertainty continues to create short term volatility, investors currently seem quite sanguine about the state of the global economy and, by extension, the resilience of their stock markets. This shouldn’t be a surprise as the playbook of the past few years has been simple: ignore the noise and stay on the bandwagon.
Four realistic surprise fixed income predictions for 2026
Every year, we publish our realistic surprise predictions for the year ahead. We believe these predictions have at least a 1-in-3 probability of materialising – making them realistic, while not necessarily our base case, and may surprise investors based on current market positions and prices. Let’s see what the year brings!
Super snippets: A serious overhaul with real worries
Come 1 July this year, the Australian superannuation system is to undergo one of its most significant changes in decades – the introduction of Payday Super. You may have heard discussions about this concept over the past few years, but with around four months before its implementation everything about it has become quite real.
