Goldman Sachs Exchanges

The Boom in Private Credit

Jul 12, 2022

Lotfi Karoui, chief credit strategist at Goldman Sachs Research, and James Reynolds, global co-head of Private Credit at Goldman Sachs Asset Management, delve into the booming sector of private credit. They highlight how money managers are stepping in as lenders, especially during market disruptions. The duo discusses the advantages of direct lending versus traditional bank loans, the impact of rising interest rates and inflation, and the importance of transparency and regulation in this evolving market. It's a must-listen for anyone intrigued by private finance.

26:11

Episode guests

James Reynolds

Lotfi Karoui

AI Chapters

Episode notes

Intro

2min

Rise of Private Credit

8min

Navigating Private Credit in a Shifting Economy

8min

Private Lending Dynamics

5min

Exploring Insights from Leading Investors

2min

One of the fastest-growing areas within the private financial markets is private credit— where money managers, instead of banks, lend directly to companies. In the latest episode of Exchanges at Goldman Sachs, Lotfi Karoui, Goldman Sachs Research’s chief credit strategist and head of the credit research group, and James Reynolds, global co-head of Private Credit within Goldman Sachs Asset Management, discuss the growth in private credit and how a challenging macro environment is shaping the opportunities — and the risks — in the asset class.

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