Valuations, Trump, and Private Credit Markets – Where Are We Now?
- DHM Partners
- Apr 8
- 2 min read
Valuations, Trump, and Private Credit Markets – Where Are We Now?
After five solid years of post-COVID market gains, a new wave of uncertainty seems to be in the air. From shifting equity valuations to geopolitical curveballs, it’s becoming harder to ignore the cracks forming beneath the surface of investor sentiment.
One of the most significant shake-ups has come in the form of Donald Trump’s second term. Just nine weeks in, his administration has lived up to expectations—controversial policies, rapid-fire executive orders, and aggressive trade tactics have kept markets and commentators on edge. While political theatre doesn’t always translate directly to market turmoil, the current environment certainly feels like uncharted territory.
Meanwhile, closer to home, the booming private credit market has drawn the eye of regulators. With the sector doubling in size over the last five years and crossing $150 billion, ASIC is taking a closer look—raising concerns around governance, transparency, and valuation practices. It’s not all doom and gloom though. Trusted credit providers with proven track records—like the Metrics Credit Partners’ funds—continue to show resilience and reliability.
So where does this leave the everyday investor?
Despite the noise, the key takeaway remains clear: Stick to sound investment principles. Time-tested strategies built on quality, diversification, and well-matched risk profiles are more critical than ever. As history shows—from the tech bubble to COVID-19—those who stay the course and remain grounded in fundamentals tend to come out ahead.
As always, your adviser is your anchor. They help navigate the risks, protect your goals, and ensure that even through stormy markets, your strategy holds strong.
“Stay the course. No matter what happens stick to your investment program.” – John C. Bogle
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