About this episode

The episode discusses the implications of recent volatility in software stocks on the credit market and strategies for building a sustainable credit portfolio.

Does recent volatility among software stocks signal a significant risk for the credit market? Michel Vernier, Head of Fixed Income Strategy, and Aleks Devic, Fixed Income Specialist, join Julien Lafargue to explore recent price action, examine the headlines about redemption limitations within private credit markets and to discuss how investors can build a sustainable credit portfolio.

People in this episode

Host: Julien Lafargue

Guests: Michel Vernier, Aleks Devic

Topics covered

• credit markets
• software stocks
• investment strategy
• private credit
• portfolio management

Keywords

• credit markets
• software stocks
• investment strategy
• private credit
• sustainable portfolio

Mentioned in this episode

Organizations: Barclays Private Bank

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