
Episode #46
Opportunistic Credit: Private Debt Strategies with Morgan Stanley
Welcome to the LFI Levered Lines podcast! This episode explores how opportunistic credit is reshaping private markets as higher rates, elevated entry valuations, and longer private equity hold periods drive demand for more flexible capital solutions. Krista Giovacco speaks with Ashwin Krishnan about how private credit has expanded beyond traditional direct lending, and how structured and hybrid capital strategies are being used to help companies return capital to LPs while preserving upside value. They also discuss the implications of a “higher for longer” rate environment, the growing role of bespoke capital solutions, and how changing market dynamics are influencing supply, demand, and investment opportunities across the asset class. Tune in for clear, practical insights to help investors better navigate today’s evolving private credit landscape.

