Private credit isn’t broken, but recent stresses are making the difference between good and poor lending much easier to see.
Markets have moved from an energy‑shock scare to a mid‑cycle recovery led by AI and resilient credit Inflation is still above target, but the worst of the spike has passed as energy supply normalises and the Iran–US “fragile peace” holds. We see a transition into a mid‑cycle growth phase that is supportive of diversified equities and credit, with cash and government yields staying relatively elevated. The picture in Australia is more likely slowing growth versus the US accelerating, Europe and China recovering but dependent on policy shifts.
The Anseres Private Income Fund (APIF) represents the first implementation of Anseres Capital’s broader private markets fund of funds strategy, designed to improve how private assets are accessed and managed within client portfolios.
The 2026–27 Federal Budget reshapes how investment and wealth are taxed in Australia while leaving the headline fiscal stance broadly neutral. We look at what this means for portfolios, structures, and the sectors most directly affected.
Partners Wealth Group (PWG) has announced the launch of Anseres Capital, a unified investment platform bringing together its public and private markets capabilities under a single institutional-grade offering as demand for alternative investments accelerates amid heightened market volatility.