Aware Super’s Mike Cowell on opportunities, risks and manager selection in private credit

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-05-28

Mike Cowell, Portfolio Manager, Credit Income, Aware Super | Mike discusses the role of private credit in modern portfolio construction, and how he is positioning his private credit portfolio for emerging opportunities and risks. He explains the key considerations he takes into account when allocating to an external manager and shares what makes a successful long term LP-GP partnership. Listen to the full interview which covers: - What is the role of private credit in modern portfolio construction and why has it become a mainstay rather than an opportunistic allocation? - How have you...