After releasing our 2024 Market Outlook earlier this year, Sean Connor and I sat down to discuss the key trends in the credit markets and our outlook on the long-term role that private credit will play. Even as expectations for rates remain a moving target, we believe the asset class has proven its resilience in many economic environments and should continue to do so.
Co-President and Head of Credit Craig Packer shares insights for the year ahead: amidst higher rates, we are navigating solid economic conditions and observing robust portfolio performance across all our sectors. Our strategy prioritizes recession-resistant sectors, and we believe we are well-positioned to capture the growing opportunity in direct lending. Learn more here: https://hubs.li/Q02gVkmc0