Summary of private credit investor sentiment polling results
Polling results: Investor sentiment toward private credit
Global Investment Institute was delighted to host the world’s leading private credit investment experts and key decision makers of Australia’s largest institutional investor organisations, collectively representing more than A$2.14 trillion in assets under management at our premier annual Private Credit Investment Forum on Thursday, 8 May 2025 in Melbourne, Victoria.
Sentiment captured at the event through polling of participants was overwhelmingly positive with regard to investing in the private credit asset class, with 81% indicating that they are looking to increase their allocation to private credit, and the remaining 19% expecting it to remain unchanged.
This is further supported by the performance investors’ portfolios have achieved in the asset class to date, with 57% of respondents stating that their private credit portfolios had outperformed targets so far and the remaining 43% performing close to target.
Furthermore, investors indicated that they are looking to diversify their private credit portfolios, with 60% having already made an allocation to diversifying strategies and a further 33% currently considering making an allocation.
If you would like to receive the full polling report from our 2025 Private Credit Investment Forum, please submit your request at the button below.
Where to from here?
Looking ahead, we will host our Fixed Income & Alternative Credit Investment Forum on Thursday, 11 September 2025 in Melbourne, Victoria. This will be the next opportunity to engage with peers and global investment experts on a range of topics covering defensive, income generating and diversifying investment opportunities across global and domestic markets, spanning both public and private credit.
Institutional investors are increasingly turning to alternative and private credit investments amid growing concerns about the effectiveness of the traditional 60/40 portfolio as a reliable diversifier. In the current environment of persistent inflation, a higher interest rate setting, and heightened market volatility, both equities and traditional fixed income have shown increased correlation, undermining the diversification benefits of the 60/40 model. While traditional fixed income and public credit still play a critical role in portfolio construction-offering liquidity, transparency, and a foundation for risk management-they may no longer deliver the same level of real returns or downside protection as in the past. As a result, investors are looking to new regions and strategies across traditional fixed income and public credit, whilst also diversifying further into alternative and private credit to complement these exposures, seeking higher risk-adjusted returns, reduced correlation to existing portfolio holdings, and more stable income streams. However, this shift brings its own set of challenges.
As the fixed income landscape continues to rapidly evolve, institutional investors are seeking fresh insights into market trends, portfolio strategies, and risk management approaches. The Fixed Income & Alternative Credit Investment Forum delivers an unparalleled opportunity to contribute to these critical discussions and further best practice in capital allocation and portfolio management across the risk-return spectrum of public and private fixed income and credit investment.
If you would like to register to participate in this event, please click the button below, or for more information email zlatan@globalii.com.au.
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