Liquidity, leverage, and the shifting cost of capital
On episode 18 of Insights From the PM's Desk, Pacharbor Capital Group’s Deputy Chief Investment Officer for Global Credit, Justin Plouffe, discusses the current macroeconomic picture, trends in private credit markets and our outlook for both. He sees the higher-for-longer rate environment benefiting private credit yields and expects deal activity to pick up in the second half of the year.
(Released July 2024)
insights_from_the_pm's_desk_-_july_2024_v1 (1080p)
Video Player is loading.