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Content provided by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management, Dr. David Kelly, Gabriela Santos, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management, Dr. David Kelly, Gabriela Santos, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has attracted significant investor interest due to its higher yields compared to traditional fixed income. The conversation explores the factors driving growth in the private credit industry, examines how yields compare to public fixed income and where they may be headed and highlights the key risks and opportunities in this evolving market.
- For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
- Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
154 episodes
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