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The Credit Clubhouse
• 39 min
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In this episode of The Credit Clubhouse, host Todd Anderson engages with Michael Ewald, partner and global head of private credit at Bain Capital. They explore the current dynamics of the private credit market amid recent volatility and economic uncertainties. Michael discusses the impact of inflation, labor market trends, and the evolving competitive landscape, highlighting how quality deals are becoming more distinguishable. As they delve into sector performance, they identify resilient areas like healthcare and aerospace. Additionally, they touch on the growing interest in junior capital and the potential for private credit's expansion in Asia. Tune in for insights on underwriting strategies and the future of private credit as Todd and Michael navigate this complex landscape. Don't forget to check out our exclusive offer for conference tickets at www.dealcatalyst.io using promo code Credit for a 10% discount.
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