- Lead Investment Director, Private Credit
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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.
Emily Bannister, Emeka Onukwugha, and Sonali Wilson explore the intersection of AI and private credit. They highlight how infrastructure investments (like data centers) have the potential to drive long-term opportunities in private credit.
Experts
Stay up to date with the latest market insights and our point of view.
Private credit outlook for 2026: 5 key trends
Our private credit experts discuss five themes driving the asset class’s 2026 outlook, including public/private convergence, changing credit profiles, the growth of retail, and much more.
What’s the Fed got to do with it? The impact of rate cuts on CLO equity
Our CLO experts discuss the implications of Fed rate cuts on CLO equity, emphasizing its potential to maintain income amidst rate sensitivity challenges in other credit assets.
Commercial real estate debt: Transitional assets deep dive
Our private commercial real estate debt experts explore transitional CRE assets, highlighting their key characteristics, how they differ from other parts of the CRE debt universe, their potential roles in a portfolio, and much more.
Investment-grade private credit market deep dive
Emeka Onukwugha and Elisabeth Perenick explore the evolving investment-grade private credit market, highlighting its key characteristics, liquidity profile, roles in a portfolio, and much more.
Private credit roundtable: The role of covenants
Our private credit team explores the evolving role of covenants in today’s private credit landscape, highlighting their continued importance despite differing availability in specific markets.
Commercial real estate debt market update
Our private credit team discusses the CRE debt market's growth, evolving dynamics, and opportunities for private lenders amid higher rates and reset valuations.
CLOs and the growth of private credit
Alyssa Irving profiles private credit's influence on CLOs, focusing on its ability to refinance lower-quality issuers and the potential benefits for the broadly syndicated market.
CLO equity’s role in asset allocation
We discuss CLO equity's role in asset allocation, highlighting its potential income and diversification benefits. In addition, we explore its potential fit alongside private equity, private credit, and public equity allocations.
CLO investing and active ETFs
Alyssa Irving explores the evolving role of active ETFs in the AAA CLO market, highlighting their significant growth, the impact of increased trading activity, and the potential opportunities they create.
Deep dive on CLO equity investing
Alyssa Irving, Fixed Income Portfolio Manager, discusses the CLO equity asset class, highlighting its diversification potential, risk-return dynamics, and the crucial role of managers.
Private market update
Check out our collection of videos on the state of the venture capital and private credit markets, featuring leaders from across our private investing platform.
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