Alternative Realities: Private Credit Playbook

17/10/2025 27 min
Alternative Realities: Private Credit Playbook

Listen "Alternative Realities: Private Credit Playbook"

Episode Synopsis

Season 02 Episode 15
On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has attracted significant investor interest due to its higher yields compared to traditional fixed income. The conversation explores the factors driving growth in the private credit industry, examines how yields compare to public fixed income and where they may be headed, and highlights the key risks and opportunities in this evolving market.