18 April 2024

GCI Investment Update March 2024

Gryphon have written previously about the resiliency of the Australian borrower and that our extensive loan-level data suggests the protections on our underlying investments are robust. Factors such as elevated savings, over-payment history, and continued strong employment serve as effective mitigants against financial stress. As housing prices are stable, borrowers’ accumulated equity provides opportunities for self-management through property sales and modified payment plans, which may also result in additional protection for bond holders.

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