Ares' Jacobson on Dry Powder, Default Risks

The video discusses the current market dynamics, focusing on investment strategies amid competition and economic challenges. It highlights attractive sectors like telecommunications, software, and healthcare, and addresses macroeconomic factors such as inflation and supply chain issues. The impact of interest rates on private debt is explored, along with trends in fund size and market scale. The importance of ESG in investment strategies is emphasized, showcasing Ares' approach to promoting sustainable business practices.

What are the key sectors that the speaker is interested in for investment?

What does the speaker suggest about the default rate in 2020?

What challenges does the speaker identify that could impact the economy?

How does the speaker view the relationship between rising rates and private debt?

How has the market changed in terms of deal sizes according to the speaker?

What is the significance of ESG in the context of private credit as mentioned by the speaker?

What strategies does the speaker mention for promoting sustainable business practices?