Carlyle Benefiting From High Valuations, Head of Credit Says

The video discusses the growth of credit investing, highlighting the increase in private credit and the impact of a low-rate environment. It examines market valuations, noting high asset prices but a stable spread between public and private markets. The discussion covers interest rates, investment cycles, and the importance of ESG in investment strategies, emphasizing transparency and risk management.

What are the implications of a lower rate environment on investment strategies?

How has the landscape of private companies changed in relation to private equity?

What role does ESG (Environmental, Social, Governance) play in the investment strategies discussed?