The evolution of fixed income and the role of private credit

[vc_row][vc_column][vc_video link=”https://vimeo.com/642503634″][vc_column_text]This session explored how the private credit market has evolved, what it’s role in broad fixed income portfolios will be in the future and what return premium investors should expect as they move further out the risk spectrum.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_quotes layout=”accordion” 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title=”Speaker” el_class=””][vc_quotes layout=”accordion” 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title=”Moderator” el_class=””][/vc_column][/vc_row][vc_row disable_element=”yes”][vc_column][vc_empty_space height=”10px”][vc_column_text]

Editorial coverage

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Editorial Content

Inflation is coming. Time to act

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Related reading

[/vc_column_text][vc_column_text]Fundamentals tilt in favour of emerging markets
Inflation impact on assets[/vc_column_text][/vc_column][/vc_row][vc_row disable_element=”yes”][vc_column][vc_empty_space height=”10px”][vc_column_text]

Key takeaways

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• The world has two decades to find the solutions to keep warming to below two degrees, otherwise we are likely to cross two degrees and need to plan for risk associated with two point five or three degrees.

• He said the number of corporate commitments to tackle climate change will increase in line with customer demand for more action.

• On one hand innovation will comprise “sustained innovation” of existing technology. In contrast, “disruptive innovation” comprises new technology that is initially expensive but then becomes cheaper.

• Innovation also depends on companies being able to tap the infrastructure and supply chains they need to thrive.

• In early-stage investment, the focus is on feasibility and the extent to which a new product is cost effective or competitive. In the next stage access to a supply chain and infrastructure becomes a priority.

• Investment in pioneering sectors involved working with teams that understand the technology, regulatory barriers and supply chain risk as well as an understanding of the policy needed to create these markets.

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Unanswered questions and answers

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Poll results

[/vc_column_text][vc_column_text]To follow[/vc_column_text][vc_line_chart x_values=”” values=”%5B%7B%22title%22%3A%22Event%20driven%2F%20distressed%20absolute%20return%22%2C%22y_values%22%3A%2242%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22Direct%20lending%22%2C%22y_values%22%3A%2225%22%2C%22color%22%3A%22pink%22%7D%2C%7B%22title%22%3A%22Mezzanine%20finance%20or%20other%20specialty%20finance%20(e.g.%20aviation)%22%2C%22y_values%22%3A%2217%22%2C%22color%22%3A%22sandy-brown%22%7D%2C%7B%22title%22%3A%22Distressed%2F%20special%20situations%20private%20equity%22%2C%22y_values%22%3A%228%22%2C%22color%22%3A%22purple%22%7D%2C%7B%22title%22%3A%22Other%22%2C%22y_values%22%3A%228%22%2C%22color%22%3A%22peacoc%22%7D%5D” title=”In the next 12 months are you going to allocate/add to”][/vc_column][vc_column width=”1/2″][/vc_column][/vc_row][vc_row][vc_column][/vc_column][/vc_row]