Manager outlooks, explainers and podcasts on direct lending, asset-based finance, BDCs and evergreen credit funds. Selected by our editors.
6 videos and podcasts · new this week: 6
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.
Picked by the private credit deskIt is short-form educational content from a platform provider, useful as a plain-language explainer to share with clients or staff who are new to alternatives. Advisors should note the source is an alternatives platform, so the framing reflects that vantage point.
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 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.
It is a practitioner-level discussion of how rates, inflation and credit selection are being framed inside a large fixed income manager, including where the speaker sees investors being paid for risk. Useful for advisors weighing duration, securitized exposure and private credit in client portfolios.
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.
New manager videos, podcasts and our own private credit stories on My Desk and in your morning edition.
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