In our view, this is an oversight for investors. We believe the attributes associated with private debt become more valuable during periods of uncertainty. We advocate that a portfolio of secure income assets – real estate debt, private (unlisted) corporate debt and infrastructure debt, collectively referred to as private credit – can deliver better downside protection, attractive valuations and a depth of universe that is not available in the public market. We also outline where we see opportunities to generate both a positive return and a positive outcome for society as the economy starts to heal from Covid-19.
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