United States, Institutional
Change
In this three-part video series, our private credit experts explore the evolving role of banks, where we are in the credit cycle, and potential AI/data center opportunities in private credit.
Part 1: Are the banks back?
We examine how and where banks are reentering the market and what their return could mean for private credit investors.
Part 2: Where are we in the credit cycle?
In the wake of a few high-profile defaults in the corporate private credit market, we discuss whether this is a sign of additional stress to come or more of a red herring.
Part 3: Datacenters, AI, and private credit
As AI drives unprecedented demand for datacenter infrastructure, we explore what this buildout means for potential opportunities across private credit.
The views expressed are those of the speakers at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Experts
- Portfolio Manager and Head, Private Real Estate Credit
- Fixed Income Portfolio Manager
- Head of Portfolio Management, Private Placements
- Lead Investment Director – Private Credit
