Navigating FY2026: Strategic outlook for Aura Private Credit – Brett Craig
As we commence the 2025–26 financial year, the Australian economic landscape presents a complex mix of challenges and opportunities. At Aura Private Credit, our focus remains on delivering consistent, risk-adjusted returns through disciplined credit underwriting and proactive portfolio management.
In this update, we outline four key macroeconomic themes that will shape our investment strategy over the next 12 months.
1. Interest Rate Movements: Transitioning to a Neutral Stance
The Reserve Bank of Australia (RBA) has initiated a shift towards a more accommodative monetary policy. After maintaining the cash rate at 4.35% for nearly 18 months, the RBA implemented two 25-basis-point cuts in February and May 2025, bringing…
