Rising risks are increasingly evident in developed private credit markets. However, the dynamics look very different in less explored jurisdictions.
In emerging markets, an enduring imbalance between supply and demand means experienced investors can still command both an attractive premium and robust downside protections.
In this video, Alper Kilic, Head of Alternative Credit and Matt Christ, Portfolio Manager, share insights into this relatively unexplored asset class and the powerful role it can play in portfolios today. They shed light on the distinctive behaviour and relevance of EM private credit, and the major structural growth drivers it provides access to. A discussion of investment case studies helps bring to life this fast-growing global investment opportunity.
