In this month’s First Eagle Alternative Credit update, Larry Holzenthaler explains how repricing drove spread compression in 2024 and where the team is seeking relative value while keeping overall credit quality at fairly prudent levels.

Portfolio Manager and Senior Alternatives Strategist, Larry Holzenthaler discusses how economic indicators have been mixed despite a relatively stable earnings season, and explains how the team is proactively managing risk in the current environment.

Larry Holzenthaler discusses what may potentially change supply and demand dynamics in the direct lending market and why retail investors should consider the long-term risk-return characteristics of an allocation to loans and private credit in the current rate environment.

In this month’s First Eagle Alternative Credit update, Portfolio Manager and Senior Alternatives Strategist, Larry Holzenthaler, discusses his outlook for floating rate credit and its relationship to the US economy, given we’re entering a new interest rate regime.