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15 August 2026

Home / Credit Market

Credit Market

1-12 out of 17 results.

Yields take centre stage again

The Australian credit landscape is shifting. Yields are rising, issuance is strong and spreads continue to tighten. Income is re‑emerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.

Balancing opportunity and complexity

As private markets expand, investors face a growing mix of structures, a stabilising private equity cycle and uneven AI disruption. Fresh questions are being raised about where the real opportunities now sit.

Levered credit: A late cycle ingredient for drawdown pain

As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage for high returns, uncomfortably echoing pre‑GFC behaviours. Investors need to be careful to understand the true risk‑return trade‑off.

AI’s debt binge draws European telco parallels

‘Hyperscalers’ including Google, Meta and Microsoft are fuelling an unprecedented surge in equity and debt issuance to bankroll massive AI-driven capital expenditure. History shows this isn't without risk.

Australia’s moment? De-dollarisation gains momentum

Global credit markets face a fundamental shift as US dollar dominance wanes. Australian investment-grade credit, with attractive spreads and stability, may emerge as a key beneficiary in this structural capital reallocation.

Now might be the best time to switch out of bank hybrids

In this interview, Schroders' Helen Mason discusses investing in corporate and financial credit securities, market impacts of tariffs, opportunities for cash investments, and views on tier two and hybrid bonds.

Don't compare apples and oranges in private credit

Global and Australian private credit are different and shouldn't be lumped together. Investors also need to be wary of more complex and lower quality securities as the asset class grows.

Should investors follow super funds into private credit?

Led by superannuation funds, institutions are piling into private credit, attracting to the high yield and steady returns on offer. Should retail investors and SMSFs allocate more money to this burgeoning asset class?

Securitized credit: More relatable and connected to daily life than you think

Securitisations are all around our daily lives, so why do they strike most of us as a complex, financially engineered labyrinth? This paper explains why securitisations exist, what opportunities they offer, and the benefits securitised credit offers a multi-asset portfolio.

Credit trumps residential property for headache-free income

Following on from the strong performance of global investment grade credit in 2023, the Australian credit market is emerging as a great diversifier and alternative to investing in other ‘safe haven’ asset classes.

What the private credit boom means for investors

The big 4 banks have pulled back from lending to SMEs and private credit funds have stepped in to fill the breach. Here's what investors need to know about the benefits and risks of including these funds in their portfolios.

Is the best value for Australian credit not in Australia?

Most Australian investors chasing the extra yield on major bank hybrids, or T1 securities, limit their activity to the domestic market, but there is a disconnect in pricing creating better opportunities offshore.

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Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Australia has saved $4.5 trillion for retirement. Here's what matters more

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Lithium's latest drop and what it means for ASX investors

Lithium's latest sell-off has punished ASX miners as prices remain hostage to shifting expectations. The key challenge is navigating a market prone to extreme volatility despite a strong case for the long-term demand outlook.

Retirement spending is not one-size-fits-all

New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

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