{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"summary":"Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episode":{"title":"#79 When private credit flips the script","slug":"79-when-private-credit-flips-the-script","published_at":"2026-04-20T08:32:42+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/79-when-private-credit-flips-the-script","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/79","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69e5ccf807ecece42aef8b15/media.mp3","summary":"For years, developed markets were seen as the safer home for private credit, while emerging markets carried the higher-risk label. But that gap may be narrowing, and in some cases even reversing. Alper Kilic explores why strains are surfacing in US private credit, how weaker underwriting standards have contributed to the shift, and why emerging market private credit may offer a more resilient opportunity set built on secured lending, stable underwriting standards and real-economy demand. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"For years, developed markets were seen as the safer home for private credit, while emerging markets carried the higher-risk label. But that gap may be nar…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1131,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/79-when-private-credit-flips-the-script/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/79-when-private-credit-flips-the-script.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}