IMAP Podcast Series – Independent Thought: Private Credit – It’s in the way you use it!
March, 2025
Join IMAP host Scott Fletcher (Woodbury Financial Services) accompanied by Nehemiah Richardson (Pengana Capital Group) & Sarang Kulkarni (Vanguard Active Global Credit Bond fund) discussing:
- Thinking about portfolio construction
- Benefits and challenges of investing globally vs investing in domestic credit markets
- Macro and fundamental backdrop for global credit investing over the year ahead
- Public vs private credit … or both?
Chapters
6:50 Why include global credit in a portfolio
10:40 What to look out for in Global credit
10:40 What to look out for in Global credit
17:20 What returns are possible. Are yields attractive?
23:05 What global credit sectors are favoured?
26:45 What sectors in private credit offer opportunities?
30:27:00 Public or Private?
