In this roundtable discussion, our credit market experts across public and private markets describe how they’re navigating today’s more challenging backdrop and where they’re turning to find strong, risk-adjusted returns.
Private Credit
Discipline for the Long Run
In 25+ years of managing private credit, we have learned that a disciplined approach is key to enduring shocks and capitalizing on longer-term opportunities.
Our global teams give us valuable insight into the dynamics of each market and access to a wide range of investment opportunities.
As a principal investor for our parent company, we invest our own capital in most transactions, aligning our interests with those of our clients.
Our diversified portfolios are built to perform through cycles—and we have experience working through difficult situations and market downturns.
Co-Heads of Global Private Finance, Adam Wheeler and Ian Fowler, describe how the economic backdrop is impacting the asset class, what assets look better-positioned heading into a potential recession and where opportunities may arise going forward.
What is private credit, why is it worth consideration today, and how can investors access the market? Alice Foucault and Aaron Gillespie give a 10-minute overview of the market.
Head of Private Multi-Strategy Investing, John McNichols discusses how private asset portfolios can be constructed to help investors achieve diversification and manage risks from inflation and rising rates to geopolitical conflict.
The method used to source private debt can greatly impact risk and return. John McNichols and James Moore examine how origination strategies can supplement syndicated market returns.
Incumbency, a laser focus on risk mitigation, and a unique approach to ESG are critical in this “winner-takes-all” environment.
Sustainability-linked loans are among the new ways lenders are providing incentives for middle market companies to strengthen their ESG practices.
“Managers who have maintained a disciplined approach—rather than chasing yield through higher leverage or looser covenant structures—are well-positioned to endure this near-term shock and capitalize on the longer-term opportunity.”