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As 2024 draws to a close, we took a critical look at how key market dynamics have reshaped private credit in Australia over the last 12 months and where we see opportunities arising in 2025. The past year has been pivotal for private credit, marked by major developments and strategic shifts, including the rise of non-bank lending, property market disruptions, and continued elevated interest rates and inflationary pressures. Australia may not have experienced the recession some were predicting this time last year, but there is economic malaise in certain segments which is likely to continue into 2025.
During the webinar Keyview's Justin Lal and Kevin Hua discussed:
• Year in review - A closer look at the impact of fiscal expansion, inflation and higher-for-longer interest rates including how this impacted a variety of already struggling sectors and where Keyview was able to seize attractive investment opportunities.
• Opportunities amidst market dislocations - Insights into sectors and unmet capital requirements where private credit has gained momentum, and how these might shift to provide outsized returns for investors.
• Outlook for 2025 - What will the team be looking for in order to continue to drive performance in our private credit portfolios.
