Manager outlooks, explainers and podcasts on direct lending, asset-based finance, BDCs and evergreen credit funds. Selected by our editors.
30 videos and podcasts · new this week: 7
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.
It offers a manager's framing of lending terms and legacy risk in direct lending, background for advisors assessing private credit exposure for clients.
For advisors weighing concentration risk and taxable portfolio changes, the episode offers a manager’s view on broadening equity opportunities and on the operational and tax considerations that come with adding alternatives or private credit.
Music royalty securitization sits within asset-backed finance, a corner of private credit that allocators increasingly encounter, and the episode frames AI as a question mark over how catalog cash flows are valued. It is a short primer on how one niche ABS market is described by the reporters covering it.
New manager videos, podcasts and our own private credit stories on My Desk and in your morning edition.
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