Demystifying private credit

In the latest episode of the Invest it Best podcast, I speak with Challenger Investment Management, Head of Investment Strategy (Fixed Income), Pete Robinson to discuss investing in private credit.

Discussion topics (with timestamps)

• 3:52 - Introduction to private credit and how it’s different to public credit
• 5:40 - Difference between the US, European and Australian private credit markets
• 7:35 - Banks and private credit
• 9:55 - What the liquidity premium is
• 13:05 - The positives of direct lending
• 19:55 - Risks investors should consider and how Challenger Investment Management asses credit risk
• 26:15 - Positioning private credit in a portfolio from an asset allocation perspective

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The ‘Invest it Best‘ podcast is an investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.