Private Credit Investing in a “Higher for Longer” Environment
The View From Apollo
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Navigating Rising Interest Rates and Credit Opportunities
Exploring the macroeconomic forces propelling interest rates higher for an extended period, including de-globalization, energy transition, increased defense spending, and substantial treasury issuance in the US. The conversation delves into the implications of elevated rates on consumer and corporate leverage, the impact on default rates, and the importance of active portfolio management in credit markets.
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