Risk assets have repriced over the past year due to financial-market volatility and higher-than-usual levels of uncertainty surrounding issues such as terminal rates, inflation, geopolitics and economic growth. Consequently, we believe private credit currently offers unusually high potential returns while retaining its traditional defensive characteristics of low duration and security.
However, selecting a manager who has experienced periods of higher default rates, who implements conservative underwriting standards, and who can perform rigorous credit analysis is key, in our view.
Speakers: Fiona Hagdrup, Head of Leverage Finance Investments, Michael George, Senior Fund Manager, Robert Scheer, Senior Direct Lending Originator
Host: Aramide Ogunlana, Senior investment Specialist
You can now listen to the full podcast at the link below
