The first half of 2025 has been defined by uncertainty—whether in geopolitics, the stock market, and the US fiscal outlook. The second half of the year is poised for more of the same. In this environment, diversification is even more critical than usual, and notably, portfolios that have included private credit have been able to mitigate the negative effects of rate volatility and enhance income by trading off some liquidity in a portfolio.
Private credit continues to attract capital, but is also evolving in ways that raise new questions for investors. In this conversation, we’ll explore these questions, share insights on credit fundamentals, and market trends, and discuss the outlook for private credit today. We’ll also look at how private assets can play a key role in long-term investment plans, with potential benefits both in terms of better risk-adjusted performance over traditional asset classes and enhanced diversification.
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Disclosure:
This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM. Additionally, this interview was originally recorded on 25 June, and as of 1 July, Daniel Scansaroli is now the Head of Global Investment Management Portfolio Strategy & Multi-Asset Solutions Americas in CIO Investment Management.
