Bonds & fixed income · Podcast

Rethink Portfolios: Senior loans with Scott Baskind

For wealth professionals evaluating senior loans or private credit exposure, the episode sets out one manager's framing of income potential and credit-cycle risks. It also highlights underwriting discipline and diversification as considerations in the asset class.

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Summary

By the bonds & fixed income desk

Brian Levitt speaks with Scott Baskind, Head of Global Private Credit at Invesco, about why investors are taking a fresh look at senior loans. The discussion covers floating rates, income potential, shifting corporate fundamentals, credit quality, the risks of chasing yield, AI-driven disruption and signals of a turn in the credit cycle. Baskind also explains his view that disciplined underwriting, diversification and downside mitigation remain essential in an uncertain market.

Senior loans are discussed in the context of floating rates and income potential.
The conversation covers credit quality and the risks of chasing yield.
AI-driven disruption and signals that could indicate a turn in the credit cycle are addressed.
Baskind emphasizes disciplined underwriting, diversification and downside mitigation.

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