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EssentialThe Essential Conversation

Private Credit and the Death Knell of the 60/40 Portfolio

Featuring Udayan Mitra

Sep 17, 2020 • 49 minutes

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Essential

The Essential Conversation

Private Credit and the Death Knell of the 60/40 Portfolio

Udayan Mitra joins Ed Harrison to discuss the state of fixed income investing in a world with near-zero interest rates.

Featuring Udayan Mitra

Sep 17, 2020 • 49 minutes

Udayan Mitra, former head of investments at Altera Investments, joins Real Vision managing editor, Ed Harrison, to discuss the state of fixed income investing in a world with near-zero interest rates. Mitra argues that yield hunger will force investors further into alternative credit strategies. Mitra lays out the various players in this space – private equity and credit funds, direct lending firms, as well as special purpose acquisition companies (SPACs). Mitra then tells Harrison about how higher yields come at the price of reduced liquidity, and the pair weigh this trade-off. Lastly, Mitra shares specific opportunities and risks he sees in this space. Filmed on September 15, 2020. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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