Future Perspectives of Credit Investing in Rising Rate Environments
Today’s highly synchronized recovery has spurred an increase in prices and potentially, interest rates. Private credit generally consists of floating rate loans, which may be resilient in a rising rate environment. Given this backdrop, improving pandemic conditions, private sector liquidity, pent-up consumer demand and fiscal stimulus have combined to drive prices and rates even higher. While as a result, investors are facing clear signs of near-term inflation and the potential for rising rates off exceptionally low levels.
Join our unique panel of experts as they delve into what has made private credit more resilient in rising rate environments with a special focus on the ever-evolving US investment space.
Learning Objectives
• Exploring portfolio opportunities on a fixed rate income
• Uncovering credit yield implications and expectations
• Valuing and maximizing a return from the credit component
• Responding to the challenges and the downside of the market
Speakers:
Marco Soriano, Partner & Chairman, The Soriano Group & Family Office
Sasha Bernier, Senior Vice President & Investment Committee Member, Cheltenham Investments
Olga Chernova, Managing Partner, Sancus Capital Management LP
