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Samantha Davies Samantha Davies

ROADNIGHT MUSING – OCTOBER 2026

BEYOND THE YIELD – ASSESSING PRIVATE CREDIT RISK

Private credit has faced difficult headlines in recent months. The collapse of a large Sydney residential developer, owing around $3 billion to some 40 lenders, was followed by a string of funds restricting or suspending redemptions. Several listed funds have had their net asset values written down after auditors challenged valuation assumptions.

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Samantha Davies Samantha Davies

ROADNIGHT MUSING – APRIL 2026

THE SILVER TSUNAMI: WHO IS FUNDING AUSTRALIA'S GENERATIONAL CHANGING OF THE GUARD?

Australia is heading into the largest generational transfer of business ownership in its history. More than one in five small business owners are now over 60, according to the ASBFEO, and MYOB's Business Monitor shows 48% of SME owners aged 60 and over plan to exit within five years.

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Samantha Davies Samantha Davies

ROADNIGHT MUSING – MARCH 2026

BEYOND $100 BILLION: CAPITAL FOR THE NEXT PHASE OF GROWTH

In 2018, the National Farmers’ Federation set a bold target for Australian agriculture: $100 billion in farm‑gate production by 2030. The ambition was deliberate. It sharpened focus and accelerated discussion around productivity, markets, technology and capital.

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