Private credit has gone from a niche to one of the fastest-growing parts of investing, but most people still don’t fully understand how it works, why borrowers use it, or where the risks lie.
Balmain’s Head of Origination, Henry Holm, sat down with Bryce and Alec from the Equity Mates podcast to unpack the private credit boom in Australia, why banks have stepped back, how non-bank lenders create value and what investors should look for before backing a manager.
Henry also shared his views on the sector’s evolution, comparisons with the US market and the importance of accurate risk assessment and portfolio management.
This episode offers some valuable insights, and we hope you enjoy listening as much as we did.
Watch the video below or listen via the following channels: