Recent headlines have raised tough questions about private credit—defaults, liquidity concerns, and valuation practices. In Episode 46 of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Craig Packer, Co-President and Head of Credit at Blue Owl, to unpack the facts behind the noise. Craig shares insights on credit quality, the role of private equity sponsorship, liquidity expectations for BDCs, and why portfolio construction matters more than ever.
Topics Covered:
* Why recent defaults are isolated, not systemic
* The paused Blue Owl BDC merger and what it really means
* Liquidity expectations for non-traded BDCs
* How valuations are determined and why transparency matters
* What investors should expect as interest rates shift
Watch now to understand the fundamentals driving private credit’s resilience and what investors should know before allocating capital.
