Private vs. Public Credit Competition Intensi...

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he still believes in a growth cycle for equity markets, even as investors show growing concerns around AI.Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity ...  Show more

The Supreme Court's latest ruling on tariffs has thrown existing trade agreements into uncertainty. Our Head of Public Policy Research Ariana Salvatore and Arunima Sinha, from the U.S and Global Economics teams break down the fallout.Read more insights from Morgan Stanley.----- T ...  Show more

Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the fou ...  Show more

Private debt as an asset class has seen unprecedented growth over the past decade, but macro headwinds are creating challenges for direct lenders, and rising interest rates – while potentially beneficial to returns – are likely to further increase financial pressure on borrowe ...

We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage loans and CLOs.

Topics covered include:

Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly acce ...