Alternative Realities: How to evaluate private credit risks

Alternative Realities: How to evaluate private credit risks

From Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

February 26, 2026 · 17 min

About this episode

The episode discusses the risks and opportunities in private credit investments with insights from industry experts.

In today’s episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Brian Coleman, Co-Head of Investments for the Private Credit Solutions Group within J.P. Morgan Asset Management, to dive into private credit, an asset class that continues to be popular with investors due to its yield pick-up compared to traditional fixed income. However, private credit does not come without risk. They discuss some of these risks in certain sectors, as well as the outlook for private credit and opportunities outside of direct lending. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

People in this episode

Host: Aaron Mulvihill

Guest: Brian Coleman

Topics covered

  • private credit
  • investment risks
  • alternative investments
  • yield
  • direct lending
  • financial outlook

Keywords

  • private credit
  • investment risks
  • yield pick-up
  • fixed income
  • financial outlook
  • direct lending
  • alternative investments

Mentioned in this episode

Organizations: J.P. Morgan Asset Management, Apple Podcasts, Spotify, YouTube

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