Neu Thank You Party
May 15, 2026
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What a night! Our Neu Thank You Party was held at the National Art School on the 26th of October, it was an unforgettable night celebrating a milestone in Gatsby style.
The theme of this year’s celebration was a Thank You to everyone that has helped us reach the huge milestone of $1bn of funding to SMB’s all across ANZ and beyond.
So what’s in store for 2025?
Will the record inflows into credit, both directly and via CIO allocations, continue?Will credit spreads continue to rally?
What will a change in the US Presidency bring (that hasn’t already been priced in)?Can the consumer and SMEs keep hanging tough?
Will the lift in bank and fund manager share prices in 2024 spill over into non-bank lender valuations, or will their share prices remain subdued?
Will we see a major market wobble, and if we do, what will be the catalyst and where will the casualties occur?
We have some views on all of these so please reach out if you’d like to discuss our thoughts on why the rally in credit spreads probably has further to run.
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