Quarterly update June 2024: Is private credit’s strong run likely to continue?

There is a lot of interest in private markets with all investors, from high net worth individuals through to large superannuation funds, increasing their allocations to private credit. This has been driven by highly attractive returns with private credit benefiting from higher interest rates and inflation. Most pundits expect we are at or close to the height of both inflation and interest rates in this cycle so many investors are now asking how replicable past performance will be in the future.

Providing an update on the Keyview funds and discussing our outlook for private credit returns, Keyview’s Alex Hone (Managing Partner) and Justin Lal (Managing Director) provided a quarterly update covering:

• What we’re seeing in the market (which is not necessarily covered in the Fin Review)
• Where there are pockets of opportunity including why the life cycle of a sector is important
• The structural shifts that are driving private credit’s growth and where we expect this to continue or peter out
• How we expect to deliver returns in the future under various interest rate environments.

Watch a recording of the webinar to learn more.