Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital, returns to Gemcast to unpick the cracks showing in developed market private credit – from rising concentration risk and covenant erosion to its growing overlap with public markets. He explains why recent events could mark a turning point for the asset class, where selectivity becomes non-negotiable, structuring matters again, and investors may need to look further afield for true diversification.

Watch the full video now at the link below