This chapter explores the dynamics of the private credit market, focusing on the middle market and the effects of increasing bank competition. It highlights how upper middle market lenders are adapting their strategies while core middle market lenders maintain disciplined deal structures amidst rising interest rates.
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Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses Fed policy and interest rate cuts. Christian Faes, CEO of Faes & Co, talks about investing in technology-enabled direct lending businesses. Alona Gornick, Senior Investment Strategist at Churchill Asset Management, shares her thoughts on private credit. Saira Malik, CIO at Nuveen, breaks down the Fed rate cut debate shifting from when to how many. Betterment Advisor Solutions CEO Sarah Levy explains how four in five financial advisors use AI in their work.
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