Manager outlooks, explainers and podcasts on direct lending, asset-based finance, BDCs and evergreen credit funds. Picked by our desks.
8 videos and podcasts · new this week: 8
It offers a practitioner view on asset-based private credit outside standard corporate lending, including how one lender frames obsolescence risk and collateral expertise. It also speaks to family office motivations for direct deals and co-investment.
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.
Advisors who use or evaluate private credit and BDC exposure may want to hear how a bond-focused BDC ETF is positioned relative to better-known equity BDC products. The episode also discusses lockups and fees in non-traded BDCs and interval funds, which are practical considerations for allocators comparing access routes.
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.
It offers a fixed income manager's framing of rates, duration and credit selection at a time when the description says yields may allow meaningful income without extending far out the curve. It also addresses how public and private credit compare, which bears on how advisors judge whether risk is being compensated.
New manager videos, podcasts and our own private credit stories on My Desk and in your morning edition.
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