The Rise of Private Credit: Preparing for the Next Phase in the Credit Cycle
All long-term predictions of the future were put to the test two years ago when the pandemic led to unexpected shifts in the markets. Private credit markets became crowded as investors tackled the markets and assets flowed in, some from new allocators and some from existing allocators adding to their mandates. Two years down the road, where do investors see the potential in their portfolios? After a generally very successful last few years, where are investors in private credit to go from here?
There is still the need to continue to navigate the unprecedented changes in the market as many of the impacts wrought by the pandemic are proving to be less transitory than anticipated It’s true that private credit markets performed better in some ways than the public markets, but what is the long-term outlook now? With an extended period of inflation, rising interest rates, shifts in supply chains, a shift in influence on workers, and geopolitical unrest, what are the macro drivers in the economy likely to be going forward? And which industries and sectors will benefit – and which won’t?
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Nathaniel Molinari, Senior Investment Treasury Analyst, AEGIS
James Del Gaudi, Senior Portfolio Manager, Pennsylvania Public School Employees Retirement System (PSERS)
Robert Thompson, Senior Portfolio Manager – Credit, UPS
Scottie Bevill, Senior Investment Officer - Global Income Strategies, Teachers Retirement System of the State of Illinois
Leighton A. Shantz, CFA, Senior Managing Director, Employees Retirement System of Texas
Kenton Freitag, Senior Portfolio Manager, Private Debt, Public Markets, BCI
Han Hu, Portfolio Manager, Aegon
Jeff Dunn, CFA, Director of Strategic Lending, Tennessee Consolidated Retirement System
Mike Fang, Portfolio Manager, Maryland State Retirement System
Matt Stoeckle, Director – Credit Strategies, Liberty Mutual
David Colla, Managing Director-Head of Americas Leveraged Finance, CPPIB
Antares Capital
Ardian
Centerbridge Partners
Corbin Capital
Crestline Investors
Hildene Capital
Manulife Investment Management
MetLife Investment Management
Orion Resource Partners
PPM America
Principal Global Investors
Thoma Bravo
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