Talking Heads – Introducing private credit to a wider audience| Listen on Anghami

Jun 26

Talking Heads: US high yield: Resilience against interest rate and spread volatility

The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite widening dispersion across ind ... Show More

16m 34s

Jun 18

Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway

Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, ... Show More

14m 50s

Jun 5

Talking Heads - ETF investing in European defence

The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, update Andrew Craig, Co-head of the Investment Insights Centre about pro ... Show More

11m 3s

Mar 2025

Long-term trends underpin European private equity infrastructure

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that ... Show More

9m 20s

Jul 2024

Understanding Private Credit

Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the fou ... Show More

6m 32s

Oct 2024

The new equity opportunities

It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey. L ... Show More

9m 25s

Mar 2025

Are credit investors nervous about recession risk?

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief C ... Show More

15m 19s

Nov 2024

116. What is Private Credit? | Direct Lending Explained

Send us Fan MailIn this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, Alona Gornick. Alona, a senior investment strategist and managing director at Churchill Asset Management, shares her invaluable insights on the e ... Show More

1h 9m

Feb 2025

#308 European revival?

This week, Will Hobbs and Sophie Barrington delve into the upcoming German election, the broader prospects for Europe amid a recovery in the region’s stock markets, and the latest developments in technology. To read insights from Barclays Investment Bank, visit https://www.ib.bar ... Show More

19m 17s

Jan 2025

How to Invest in Private Credit / Direct Lending

We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage loans and CLOs.Topics covered include:Why more companies are staying privateHow private credit differs from the leverage loan mar ... Show More

26m 20s

Nov 2025

239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030

Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly accessible to in ... Show More

18m 4s

Feb 2025

Reinventing Equity Investing: James Anderson's Journey, From Scottish Mortgage Investment Trust to Managing Partner & CIO of Lingotto's Innovation Strategy

In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford.I'm joined by Mark Wallace, MD of Rothschild & Co, who brings his expertise on US tech equities to this discussion. From 1987 ... Show More

1h 14m

Feb 2025

#305 Trade war – what next?

In an extra episode responding to the weekend’s news, Miles Sherry and Will Hobbs consider the threat posed by increasing trade tariffs and appropriate actions from investors. To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=ch ... Show More

23m 42s

Talking Heads – Introducing private cred...