Strategic Investment Advisory Group: A New Perspective for Credit Investors 

In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the public credit spectrum, including the convergence of investment grade and high yield, the growth of private credit and direct lending, and what investors can do to take advantage of shifting market conditions. Tune in now to get the latest insights from David Lebovitz, Global Market Strategist, Multi-Asset Solutions, Samrawit Soquar, Global Head of Research, Global Fixed Income, Currency & Commodities Group, and Brian Coleman, Head of Private Credit Strategies, Alternatives Investment Strategy & Solutions.
Timestamps:
(00:00) Introduction
(00:56) Introduction to SIAG and Macroeconomics backdrop
(2:25) Public credit spectrum
(4:19) Investment Grade and High Yield
(8:50) Private credit spectrum
(11:38) Direct Lending
(13:33) Movement of borrowers into private markets
(14:44) Defaults and loan quality
(16:30) Outro and key takeaways