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Investment Uncut: The quick take on AI disruption in the private credit market
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Like it or not, AI has the potential to significantly disrupt existing businesses. That’s great if you’re invested in the companies benefiting from that shift. But what if your portfolio is exposed to businesses that could be disrupted by it instead? What’s more, what if you had a portfolio that had a large exposure to that sector?!
In this episode of The Quick Take, Jacob and Letty are joined by Max Pears private credit researcher at LCP, to explore how concentrated software exposure is in private credit portfolios, what the performance and default data is actually showing and what this means for investors
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
