Investing in private credit

Beyond Markets

How are loans made by direct lenders different from bank loans? What should potential investors in this asset class need to be aware of, and for whom is it suited.

Listen to the latest Beyond Markets podcast, with Fiona Kenyon, Head of Private Markets Advisors at Julius Baer, and Craig Packer, Co-President and Head of Credit at Blue Owl Capital, to learn more about the world of private credit and direct lending.

01:51 Introduction to topic and speakers
02:50 What exactly is private credit and is it the same thing as direct lending?
04:14 Are companies that borrow from direct lenders typically of poorer quality than those that get bank loans?
06:17 What’s the history of direct lending? Is this a new asset class or has it been around for a long time?
07:56 Are the characteristics of direct loans very different from bank loans?
10:04 Why has direct lending grown so much in the past few years?
14:04 Is this ‘the golden age of credit’? What are some of the risks of direct lending as an asset class?
16:01 Given the complexity, how can direct lending fit into a wealth investor’s overall portfolio?

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