Beyond 60/40 Ep. 46: Blue Owl on Private Credit Resilience

Recent headlines have raised tough questions about private credit—defaults, liquidity concerns, and valuation practices. In Episode 46 of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Craig Packer, Co-President and Head of Credit at Blue Owl, to unpack the facts behind the noise. Craig shares insights on credit quality, the role of private equity sponsorship, liquidity expectations for BDCs, and why portfolio construction matters more than ever.  Topics Covered:  Why recent defaults are isolated, not systemic  The paused Blue Owl BDC merger and what it really means  Liquidity expectations for non-traded BDCs  How valuations are determined and why transparency matters  What investors should expect as interest rates shift  Watch now to understand the fundamentals driving private credit’s resilience and what investors should know before allocating capital.