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.
Summary
By the bonds & fixed income deskBrian 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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