Private credit investing is entering a new phase as artificial intelligence reshapes industry dynamics and challenges traditional assumptions around risk and return.
While equity investors focus on identifying AI-driven growth opportunities, credit investors must take a more defensive lens by prioritising cash-flow durability, resilience, and downside protection over upside potential.
On Wealth Tracker, Hongbin Jeong speaks to Michel Lowy, CEO and Global Portfolio Manager at SC Lowy, on how AI is reshaping credit risk, underwriting standards, and portfolio construction in private markets.

The Big Story: Why is MAS holding the Singdollar steady even as inflation risks linger?
11:27

The Agenda: If iPhones tell the time, why are Gen Zs keeping traditional watchmaking alive?
11:38

What's Trending: Working from overseas while WFH? Should your boss care if you get the job done?
15:50