Moonfare
Private credit's path to becoming a portfolio cornerstone
White paper
Private credit's path to becoming a portfolio cornerstone
October 20, 2023
20 pages |arrow icon25

About the report

With traditional stock and bond portfolios no longer naturally self diversifying in the current economy, investors and fund managers alike have been keen to find alternative assets that can act as a bulwark in an environment with stubbornly high inflation and interest rates. This journey has led many to explore the role private markets can play in this context — and in particular private credit.

What forces are shaping opportunities in private credit and what are the enduring qualities that make it a potentially attractive investment? Learn the ins and outs of the asset class in our 2023 white paper. 

Key highlights

  • Credit’s enduring qualities: diversification and income generation

Private credit can be well suited for investors seeking downside protection, diversification, regular income and lower volatility compared with traditional fixed income. Find out how these and other private credit attributes can make the asset class a potentially rewarding investment.

  • Demystifying the world of private credit

The credit universe has diversified into a range of sub branches over time, adding increasing layers of intricacy on top of an already complex subject. Check out our step-by-step guide to the asset class, presented in digestible, bite-sized chunks.

  • The keys to today’s credit opportunity

The recent shift in the macroeconomic sentiment could propel private credit to become a cornerstone of investor portfolios. We believe this is down to three key drivers: attractive yield prospects, shrinking access to traditional capital markets and growing demand for refinancing. Learn how these tailwinds are shaping opportunities in today’s credit markets.

  • Why credit could be due for sustained appeal

Moonfare’s Victoria James outlines why private credit could benefit from the continued retrenchment of banks, protracted market volatility, as well as from the overall attractiveness of the asset class.

To download this white paper, please complete the form below.
I consent to Moonfare using my Personal Data in direct marketing (as described in Moonfare’s Privacy Notice) to keep me posted about its products, services and events. I understand I can opt out at any time using the contact information provided in the Privacy Notice.