Private credit · Podcast

Cheryll-Ann Wilson, CFA: Private Credit’s Retail Boom: Are Investors Underestimating the Risks?

For wealth professionals assessing private credit for retail clients, the episode frames due-diligence questions around valuation opacity, liquidity terms, loan covenants and leverage. It is grounded in the described shift of private credit into retail portfolios and the risks advisers may need to examine.

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Summary

By the private credit desk

This episode of Enterprising Investor features Cheryll-Ann Wilson, CFA, discussing private credit’s growth into a $3.5 trillion asset class and its pitch of higher yields, lower volatility and greater liquidity. It examines whether investors are underestimating risks such as opaque valuations, semiliquid funds, weaker loan covenants and hidden leverage. It also considers what wealth advisers and portfolio managers should demand before investing as private credit moves into retail portfolios.

Private credit has grown into a $3.5 trillion asset class.
The asset class has promised higher yields, lower volatility and greater liquidity.
The episode examines opaque valuations, semiliquid funds, weaker loan covenants and hidden leverage as potential risks.
It asks what wealth advisers and portfolio managers should demand before investing as private credit moves into retail portfolios.

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