Episode 125: Investing Across the Credit Spectrum with Bryan Krug, Managing Director and Portfolio Manager on the Artisan Partners Credit Team

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Bryan Krug, Managing Director and Portfolio Manager on Artisan Partners’ Credit Team, to explore the evolving dynamics of credit markets. They dive into the changes Bryan has observed over his 24-year career in credit, examining the growth in high-yield and leveraged loan markets, the rise of private credit, and the factors that drive companies to choose between public and private debt solutions.

Bryan shares insights on navigating the current macroeconomic landscape, highlighting how interest rate hikes are impacting credit quality, particularly in private markets. He also discusses risk and return across different segments of the credit spectrum, providing valuable context for investors evaluating their credit allocations. This conversation offers a comprehensive overview of the factors shaping today’s credit environment and how to navigate the opportunities and challenges ahead.