Take a deep dive into how our CEO David Manlowe sees the market for private credit today and going forward.
In a wide-ranging conversation with Lisa Lee at Creditflux for the Credit Exchange podcast, David talks about the US and European economies, Iran conflict, retail redemptions, transparency in BDCs, software loans and the benefits of AI. He explains how BSP tends to be more conservative than most so was “way below index on software”.
Looking ahead – beyond today’s headlines – he sees the asset class continuing to grow at pace as it provides much-needed capital to essential middle market companies.
Read the full article at ION Analytics
The views expressed in this 3rd party podcast are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal.