Joe Millward recently sat down with Giovanni Amodeo from Debtwire to talk about the evolution of private credit in Australia. Joe offers a fascinating perspective, drawing from his extensive experience in both the UK and Australian markets.
Episode 7 | If an investor is thinking about allocating to private credit right now, I think one of the key considerations would be, where is that particular strategy, what stage of the credit cycle is that particular strategy in? There has been so much liquidity in global markets, and in some private credit strategies, particularly the more accessible ones in Australia, property for example, syndicated lending, what you see is a lot of liquidity in those markets. So what that means is that pricing has come off and risk is up…
Episode 6 | Epsilon incorporates ESG into its investment decision making processes as a signatory to the UN Principles for Responsible Investing and what this does is guide how we run our business and how we make decisions about the borrowers we are going to lend money to. ESG is really important to our process because what it does is that it gates the loans we are going to make and tells us the industries we won’t be lending money to for example…
