Hotspots of risk in Australia’s credit markets
With Australian credit the in-vogue topic, there is no shortage of compelling pitches for why to invest. Lending against residential property or to high-quality businesses, what could go wrong? [...]
August 2024 – Market Commentary
As we take a broader look at Australia’s current economic position, we recognise some typical signs of a contractionary phase, such as a softening labour market, higher interest rates, and [...]
July 2024 – Market Commentary
Examining the Australian economy, the case for the RBA cash rate falling in the near term remains overstated. In early 2024, we outlined two-way risk for the RBA cash rate (a chance it may rise [...]