# Alternative Realities: Geopolitics, private credit and portfolio construction

Page: https://stenobird.com/podcast/insights-now-163657/alternative-realities-geopolitics-private-credit-and-portfolio-construction
Text version: https://stenobird.com/podcast/insights-now-163657/alternative-realities-geopolitics-private-credit-and-portfolio-construction.md
Podcast: [Insights Now](https://stenobird.com/podcast/insights-now-163657)
Published: 2026-03-27T14:10:48+00:00
Episode link: https://insightsnow.podbean.com/e/alternative-realities-geopolitics-private-credit-and-portfolio-construction/
Audio file: https://mcdn.podbean.com/mf/web/ex58vs3dh6ivashp/Alternative_Realities_Episode_26_Season_2_Podcast6f1dq.mp3
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JSON: https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/alternative-realities-geopolitics-private-credit-and-portfolio-construction
Duration seconds: 1653

## Resource

Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they unpack the latest developments in energy and infrastructure, explore how global shipping routes are affecting supply chains and address the growing concerns and opportunities in private credit. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

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## Transcript

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