Wealth Tracker: What does AI mean for cash-flow durability in private credit portfolios?

Private credit investing is entering a new phase as artificial intelligence reshapes industry dynamics and challenges traditional assumptions around risk and return. While equity investors focus on identifying AI-driven growth opportunities, credit investors must take a more defensive lens by prioritising cash-flow durability, resilience, and downside protection over upside potential. On Wealth Tracker, Hongbin Jeong speaks to Michel Lowy, CEO and Global Portfolio Manager at SC Lowy, on how AI is reshaping credit risk, underwriting standards, and portfolio construction in private markets.See omnystudio.com/listener for privacy information.