Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues that investors need to look beyond headline yield to understand the risk, reliability and liquidity underneath it.
In this episode:
00:00 Are Dividends Overrated?
04:20 Rethinking Your Income Options
09:23 Private Credit’s Hidden Risks
13:13 Public vs Private Credit
16:44 Why Australian Credit Is Booming
21:19 Stop Chasing Yield
27:03 How Credit Investors Pick Companies
30:27 What Bond Markets Signal
35:10 What “High Yield” Really Means
39:16 Diversification Beyond Yield
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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
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