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The View From Apollo
Private Credit Investing in a “Higher for Longer” Environment
Apr 5, 2024
Apollo Chief Economist Torsten Sløk and Jim Vanek from Apollo discuss private credit investing in a 'higher for longer' interest-rate environment. They cover topics like market conditions, growth in private credit, opportunities for investors, tightening credit spreads, geopolitical risks, rising interest rates impact on leverage and default rates, and evolving landscape of private credit investments.
32:48
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Quick takeaways
- Investors face challenges in a 'higher for longer' interest rate environment affecting private credit market investments.
- Tightening credit spreads in investment-grade and high-yield markets create compelling opportunities for investors in private credit.
Deep dives
Impact of Resilient Economy and Interest Rates
Investors are adjusting to the possibility of sustained high interest rates due to a resilient economy and inflation levels. The podcast highlights the implications of a 'higher for longer' environment on private credit market investments. Notably, the shift of capital creation from public to private markets presents appealing opportunities in private credit.
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Discover
highlights
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