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Podcast: InsuranceAUM.com
Episode: Episode 306: The Death of Public Credit Has Been Highly Exaggerated
Description: In an era dominated by private credit headlines, is public credit being unfairly overlooked?
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In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with John Sherman, lead portfolio manager at Polen Capital, to explore the often misunderstood world of public credit. With nearly two decades of experience, John brings a nuanced view of the high-yield landscape—unpacking how today’s market dynamics differ from the past and why public credit might offer better liquidity, lower fees, and fewer structural risks than private credit.
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From the shifting credit quality of high-yield indices to the limitations of passive invest...