Navigating Private Credit Vulnerabilities

This chapter explores the vulnerabilities and structural issues in private credit, particularly focusing on duration mismatches with long-term loans and their implications for systemic risk. The speakers discuss the role of ETFs in creating liquidity challenges and the hesitance of institutional investors in the current market environment. Additionally, they highlight the impact of economic fluctuations, interest rates, and regulatory frameworks on the evolving landscape of private credit and alternative assets.