Checking In, Looking Ahead podcast

Get the latest views, news and insights from investment and business specialists from across SLC Management.

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Episodes

  • Episode 02: Outlook for the private credit spectrum

    In a year of trade uncertainty, persistent rate concerns and investors broadening their search for risk-adjusted yield, what’s the bigger picture for private credit? We discuss the outlook for investment grade (IG) and non-IG private credit, plus real estate debt, in the latest episode of our Checking In, Looking Ahead podcast series.

  • Episode 4: Opportunities in real estate and infrastructure

    We discuss the outlook for commercial real estate and infrastructure, including the macro environment, sector-specific outlooks and the evolving role of these asset classes in institutional portfolios.

  • Episode 03: Fixed income in today's environment

    We discuss the outlook for investment grade (IG) and non-IG public fixed income, as well as collateralized loan obligations (CLOs), other securitized investments and how insurance investors are positioning themselves amid today’s uncertainty.

  • Episode 01: Global uncertainties persist in 2025

    In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.

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