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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Monday Feb 13, 2023
Monday Feb 13, 2023
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley talks with Bill Bohnsack, President of Oak Hill Advisors, about the dynamic landscape of private credit. Bill shares insights into how the market is adjusting in early 2023 following the volatility of 2022, highlighting key themes such as inflation risks, credit spreads, and the impact of Fed rate hikes on public and private markets. With substantial private capital to deploy, Oak Hill Advisors is strategically positioned in sectors where they see promising opportunities, including large-cap corporate credit, infrastructure, real estate, and NAV lending. Bill explains that private credit has evolved to fill gaps left by banks and other traditional lenders, providing unique opportunities to capitalize on credit complexity and illiquidity premiums.
Bill also discusses the outlook for distressed investing, noting the potential for increased defaults as companies contend with lingering inflation and higher interest rates. While the distressed market isn’t currently in wholesale territory, Bill anticipates that rising liquidity needs and sector-specific challenges in areas like healthcare and technology could create notable opportunities over the next few years.