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EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management
Manage episode 422154269 series 2498101
As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity. They explore the strategic placement of private credit within a diverse portfolio, investor considerations regarding liquidity, and the sector’s key risks, all while highlighting where the most valuable opportunities may lie.
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Manage episode 422154269 series 2498101
As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity. They explore the strategic placement of private credit within a diverse portfolio, investor considerations regarding liquidity, and the sector’s key risks, all while highlighting where the most valuable opportunities may lie.
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