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As fund managers and investors attempt to achieve diversification as a means to hedge themselves against emerging stresses in direct lending portfolios, is the nature of risk in strategies such as asset-based finance fully appreciated? This was one of the talking points at the New York Forum 2026, which forms part of a discussion in this episode between PEI Private Credit's Andy Thomson, Robin Blumenthal and Sergio Padilla.
Other key topics considered here: How is AI changing fund manager processes and allocation considerations? Which areas of the market are becoming the most competitive? And what are the key dynamics in rising strategies like opportunistic credit and secondaries?
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