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What does AI mean for cash-flow durability in private credit portfolios?
We are pleased to share that our CEO, Michel Lowy, was recently featured on MONEY FM 89.3 with Hongbin Jeong and Tian Tian C. to discuss what artificial intelligence means for cash-flow durability in private credit portfolios.
As AI reshapes industries and challenges traditional assumptions, Michel shared his perspective on how rigorous credit underwriting and disciplined portfolio construction remain essential – particularly in markets where structural complexity demands local expertise.
At SC Lowy, we believe that technology enhances – but does not replace – fundamental credit analysis. Our focus remains on directly originated, non-sponsor transactions with strong structural protections and durable cash-flow profiles across Asia-Pacific and the Middle East.
Listen to the full episode here: https://lnkd.in/eyjBxmuD
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