JANA Podcast: Is Private Credit Under Pressure?

Defaults, fraud and regulatory scrutiny have dominated recent headlines but are things really as bad as they seem when it comes to private credit?

In this episode, JANA’s Head of Debt Research, Robert Moore, joins host Chris Beattie to separate fact from fiction in private credit.

They cover:

  • What’s really behind the recent defaults and bankruptcies
  • How asset-based lending differs from core middle-market credit
  • Lessons from recent high-profile fraud cases
  • JANA’s view on the ASIC report and what it means for institutional investors

Listen now to hear why JANA believes private credit remains an attractive and resilient asset class for institutional portfolios.

Important information

Please note that as at the date of this recording, proceedings investigating allegations of fraud into the collapse of Tricolor Holdings, First Brands and companies associated with Bankim Brahmbhatt have not concluded.

This podcast is issued by JANA Investment Advisers Pty Ltd (ABN 97 006 717 568) (AFSL 230693) (‘JANA’). It is intended for use only by a ‘wholesale client’ (as defined in the Corporations Act).

Where JANA relies on third parties to provide information used in this recording, JANA its directors and its employees, are not responsible for the accuracy of that information. Opinions expressed constitute JANA’s judgement at the time of this publication and are subject to change. Subsequent changes in circumstances may also affect the accuracy of the information.

Any past performance noted in the recording is not indicative of future performance.

JANA does not provide any guarantee about the future performance of the investment products, managers, asset classes or capital markets discussed.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.