The complexity of private debt, collateral and the challenge of managing an active credit portfolio | Ron Mehmet
In episode 56, Alex Proimos speaks with Ron Mehmet, senior investment analyst as part of the Lonsec manager research team.
This episode discusses the evolution of fixed income and cash portfolios as they take on more credit, the challenges of insourcing private debt management, collateral concerns in a late-cycle economy, hybrids and the challenge of active managers to earn alpha in short duration credit.
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.