6 episodes
It gives a policy-side read on election outcomes and the themes a large manager's government affairs desk is tracking into the next presidential cycle. Useful context for conversations about how the political backdrop is being framed by institutional managers.
Picked by the markets & outlook deskIt offers a direct lending manager's read on two things allocators are currently weighing: the effect of higher borrowing costs on credit, and the financing demand created by the AI buildout. The panel pairs private credit and multi-asset credit perspectives with a macro credit research view from BlackRock's private financing platform.
For advisors and allocators weighing fund-level leverage, it is a manager's account of how NAV facilities developed and where the market has extended beyond fund NAV. It also gives context on how a lender in this niche describes its own competitive positioning.
For wealth professionals who allocate to or diligence private credit, the episode frames AI as an issue that can affect company fundamentals and credit outcomes, not just a market theme.
Asset-based finance is one corner of private credit that gets less airtime than direct lending, and the episode has a manager explaining the strategy in plain terms and discussing how sourcing changes when a platform gets larger. Useful context for allocators comparing credit exposures or sitting in manager meetings on the topic.
For wealth professionals, the episode gives a first-person account of how a large asset manager grew through acquisitions and expanded into private markets, including through HPS. It is a manager-history conversation rather than a market outlook or allocation discussion.
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