australian credit

Latest news and analysis on australian credit

Australian property – harsh comparisons from history – part 1

Damien Wood
Spectrum Asset Management
Education

The BIS says we’ll soon have to pay for our private debt binge

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of...
Andrew Macken
Montaka Global Investments

Is Aussie Credit Cheap or Dear?

In the AFR today I examine whether Aussie corporate and financial bonds are currently cheap or expensive relative to pre-GFC and post-GFC spread levels, on the basis...
Christopher Joye
Coolabah Capital

Spectrum Insights – Average focus, below average outcome

Damien Wood
Spectrum Asset Management

Spectrum Insights - The capital adequacy fallacy

Damien Wood
Spectrum Asset Management
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