Manager outlooks, explainers and podcasts on direct lending, asset-based finance, BDCs and evergreen credit funds. Picked by our desks.
3 videos and podcasts · new this week: 3
It frames the trade-off allocators face in fixed income right now: better starting yields alongside pockets of credit stress. The episode names specific areas where higher rates are being felt, which may be useful context for portfolio conversations.
Picked by the private credit deskFor wealth professionals, the episode provides context on fixed-income investing and portfolio positioning when rates and inflation are uncertain. It focuses on duration risk, bond market conditions and private credit as topics advisors may need to discuss with clients.
It is a compact run-through of how one large manager is framing allocation decisions in a higher-rate environment, including the diversification case for insurance-linked and private market assets. Advisors can compare that framing against their own portfolio construction and client conversations.
New manager videos, podcasts and our own private credit stories on My Desk and in your morning edition.
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