Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History
Update: 2025-06-01
Description
At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution. He also examines the expanding role of consultants and questions common assumptions in portfolio construction. A must-listen for anyone navigating the complex terrain of private markets.
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