Credit Exchange with Lisa Lee

Епизоди

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  Neuberger’s CIO says to focus on real interest rates 14.08.2026 37мин

  The rise in real yields because of government deficit spending, alongside ongoing huge demands for AI investment, are underpinning the rise in interest rates, says Ashok Bhatia, chief investment officer at Neuberger, on the latest episode of Credit Exchange
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  Coller’s head of credit says volatility benefits secondaries market growth 07.08.2026 32мин

  “Whenever you have noise, that leads to more selling volume in our market – so volatility for us as secondary investors is a very good thing,” says Michael Schad, head of credit at Coller Capital, on the latest episode of Credit Exchange with Lisa Lee
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  TCW’s CIO of fixed income says feedback loop on AI spending is broken 31.07.2026 34мин

  “It’s just like nothing we’ve ever seen before,” says Bryan Whalen, CIO of fixed income at $200 billion global asset manager TCW, in reference to AI’s capital spend, equity prices and momentum on the latest edition of Credit Exchange with Lisa Lee
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  Golub co-CEO sees a Darwinian moment for private capital 24.07.2026 42мин

  “One of the predictions I would make is that the private equity industry is in a tectonic, Darwinian moment itself,” says David Golub, co-CEO of Golub Capital, a direct lending specialist with more than $90 billion in AUM
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  PIMCO’s multi-asset credit strategist on the AI infrastructure buildout versus adoption 17.07.2026 34мин

  Lotfi Karoui, multi-asset credit strategist at fixed-income behemoth PIMCO, says the top risk to markets and the economy is the potential unwinding of the AI capex cycle, on the latest episode of Credit Exchange with Lisa Lee
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  Andalusian CEO says smaller firms are managing energy price spikes “quite well” 10.07.2026 31мин

  “We certainly have noted from an oil price or fuel price perspective, just how comfortable businesses have gotten with oil price or gas price pass-throughs,” says Aaron Kless, CEO and CIO of direct lending specialist Andalusian Credit Partners, on the latest edition of Credit Exchange with Lisa Lee
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  Seregh’s founder and CEO talks about opportunities in sports and arena real estate 06.07.2026 30мин

  “Last frontiers of alpha is in the sports and entertainment-related real estate,” says Jonathan Fascitelli, founder and CEO of sport and entertainment real estate firm Seregh, on a special edition of Credit Exchange with Lisa Lee, recorded at the FII Institute’s conference in Rome
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  Permira Credit co-head says to brace for a more complex, late-cycle environment 03.07.2026 31мин

  “We’re clearly in late cycle, but we’re not obviously at the turning point,” says Ariadna Stefanescu, co-head of Permira Credit, in the latest edition of Credit Exchange with Lisa Lee
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  Bain Capital’s head of European credit says private credit exists for a reason 26.06.2026 33мин

  Middle-market direct lending finances growing businesses, says Gauthier Reymondier, head of European credit at Bain Capital, a private equity and credit powerhouse with more than $225 billion in assets under management
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  Canyon’s CIO says more distressed opportunities await 19.06.2026 33мин

  Issues in the software space and a looming maturity wall will result in a return to more traditional distressed opportunities, says Jeff Kivitz, chief investment officer at Canyon Partners, on the latest episode of Credit Exchange with Lisa Lee
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  Carlyle’s deputy CIO of credit says they are starting to see inflationary cost pressures 12.06.2026 32мин

  “We’re starting to see some impact on cost. Very manageable, but it’s hard to ignore,” says Alex Chi, deputy CIO of global credit at Carlyle, one of the world’s largest investment managers with nearly $500bn in assets under management
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  BCA’s chief geo-macro strategist says Iran war will lead to sticky inflation 05.06.2026 35мин

  The Iran war is currently in a “mushy middle”, says Marko Papic, a macro and geopolitical expert at global investment research firm BCA Research, in the latest episode of Credit Exchange with Lisa Lee
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  Barings’ co-head of global investments sees opportunity in real estate 29.05.2026 27мин

  The US healthcare space is very interesting as far as real estate is concerned, says David Mihalick, co-head of global investments at Barings
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  Goldman’s global co-head of private credit says dispersion in performance is increasing 22.05.2026 31мин

  “The dispersion in performance is becoming more visible, certainly to institutional investors,” says James Reynolds, global co-head of private credit at Goldman Sachs, on the latest episode of the Credit Exchange podcast with Lisa Lee
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  Oaktree’s deputy CIO of strategic credit says we’re in the early innings of private credit dislocation 15.05.2026 29мин

  “We’ve been very opportunistic about deployment in cycles or dislocations, which I think we’re in the very early innings of,” says Milwood Hobbs, Jr., deputy chief officer of Oaktree’s strategic credit platform, on the latest episode of Credit Exchange with Lisa Lee
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  KPMG’s US head of private equity chats on Milken, AI and retail money 08.05.2026 27мин

  “Everybody’s still searching for that easy button on AI,” says David Neuenhaus, US head of asset management and private equity at KPMG, on the latest edition of the Credit Exchange podcast with Lisa Lee
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  Blackstone’s head of international says firm has ample liquidity 01.05.2026 33мин

  “We have ample liquidity,” says Dan Leiter, head of international at Blackstone Credit & Insurance, on the latest episode of Credit Exchange with Lisa Lee, as he explained the firm’s decision to honour all withdrawal requests at its private credit perpetual fund
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  Wellington’s macro strategist says China may come out as a winner from the oil shock 24.04.2026 36мин

  Global economies are adjusting to the oil shock from the Iran war, says Juhi Dhawan, macro strategist at Wellington Management, on the latest episode of the Credit Exchange podcast with Lisa Lee – and China has shown surprising resilience that may improve its competitiveness against Europe, Japan and some other Asian countries
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  Benefit Street Partners CEO says private credit’s doomsday scenario is overblown 17.04.2026 33мин

  “The doomsday scenario is a complete over-exaggeration,” says David Manlowe, CEO of Benefit Street Partners, on the latest episode of Credit Exchange with Lisa Lee
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  ICG’s head of US liquid credit says Iran war will cause pain for consumers, housing 10.04.2026 33мин

  “We are going to see consumer pain, and particularly on the lower-income side of things,” says David Saitowitz, head of US liquid credit at ICG, a global alternative asset manager with $127 billion in AUM, on the latest Credit Exchange podcast with Lisa Lee