29-Nov-2024
Beyond the Basics: Unlocking opportunities in private credit
The latest Scarcity Partners livestream offered a deep dive into the private credit landscape, with key insights from Ryan Donnar, Managing Partner at Dinimus.
A practical outlook for financial advisers and investors on the role of secured private credit in a period of elevated macroeconomic volatility.
As inflation risks, geopolitical instability and tighter credit conditions reshape markets, advisers and investors are looking for strategies that can offer resilient income without losing sight of capital preservation.
This paper explores why secured private credit may play an important defensive role for suitable investors, with a focus on seniority, asset security, covenant strength and liquidity discipline.
Inside, we examine the 2026 macro backdrop including tensions in the Middle East, liquidity concerns and the “SaaS-pocalypse”, as the basis for an in-depth analysis of:
- The outlook for defaults
- Australia’s relative strengths
- The difference between default and loss
- The practical due diligence questions advisers and investors should be asking when investing in private credit.
Download the full white paper.
