What Matters returns in 2026 with a mini edition, featuring Andrew Pridham AO in conversation with Frank Danieli, MA Financial’s Head of Global Credit Solutions.

Frank unpacks the key themes from his latest quarterly investor letter, “The return on my money,” where Frank explains that when investing in private credit, capital preservation – the return on your money – matters most, however the return on your money also needs to be attractive for the risks taken.

Andrew and Frank also unpack:

• Portfolio performance for the 2025 December quarter

• Insight into what Frank is seeing in global credit markets

• A snapshot on the Australian economy, from real time insights in MA Financial’s data

• Frank’s outlook for 2026

• The evolving regulatory landscape and why the focus on improved disclosure reinforces one of the core themes in Frank’s letter: how it’s important for investors to understand what really sits under the hood in their credit portfolio.

Frank’s quarterly letter and podcast are your go-to for updates on our Global Credit Solutions fund suite, along with expert insights into trends shaping the private credit landscape.

For more information, visit www.mafinancial.com

The information in this podcast series is being made available by MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its participants as at the date indicated. Information may include general advice only and does not take into account your individual objectives, financial situation, needs or tax circumstances. The information in the podcast does not constitute and should not be construed as an offering of advisory services, personal investment advice, or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. 

Equity Trustees Limited (Equity Trustees) (ABN 46 004 031 298) (AFSL 240975) is the responsible entity for the MA Credit Income Trust ARSN 681 002 531 (MA1). MAAM RE Ltd (MAAM RE) (ACN 135 855 186) (AFSL 335783) is the responsible entity of the MA Priority Income Fund ARSN 648 809 849 (PIF). MA Credit Portfolio Holdings Limited ACN 691 943 638 is the issuer (Issuer) of the MA Credit Portfolio Notes (ASX: MA2HA) (the Notes). You should obtain a copy of the Product Disclosure Statement (PDS) or Prospectus and Target Market Determination (TMD) for MA1, PIF and the Notes available on mafinancial.com/invest and consider consulting with a financial adviser before making any investment decision. You should also read the PDS and TMD of PIF for further information on the capital buffer and the priority income features of PIF, and the PDS or Prospectus and TMD of MA1 and the Notes for further information on the credit exposure and product features of MA1 and the Notes. An investment in PIF, MA1 and the Notes involves risk. Past performance is not a reliable indicator of future performance.

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