From investment-grade to high yield, investors and allocators are grappling with a less-than-robust medium-term monetary outlook that shows few signs of abatement, despite cooling inflation, productivity gains, and relative resilience in asset classes such as private debt. With 10-plus years since the global financial crisis and the last 3 years marked by extreme financial stimulus, borrowers and lenders have had to acclimate to unfamiliar territory characterized by a higher cost of capital, an ever-changing regulatory environment, and technological disruptions. What are the lessons of the past decade? Where are markets headed next? What appears compelling today and has potential for tomorrow? Finally, what more can be done to keep capital accessible and ensure prosperity for all?
Moderator
Michael Milken
Chairman, Milken Institute
Speakers
James Keenan
Chief Investment Officer and Global Head of Credit, BlackRock
Victor Khosla
Founder and Chief Investment Officer, Strategic Value Partners
Marc Lipschultz
Co-CEO, Blue Owl Capital
Purnima Puri
Governing Partner and Head of Liquid Credit, HPS Investment Partners
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