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New Mountain Capital Focuses on Defensive Growth Amid Private Credit Shift

13 Ekim 2026Bloomberg

New Mountain Capital's Laura Holson discusses the benefits of direct lending and the firm's focus on defensive-growth sectors.
New Mountain Capital's Laura Holson discusses the current landscape of private credit, highlighting the benefits of direct lending amid reassessed investor sentiments. She emphasizes the attractive opportunities presented by wider spreads and enhanced lender protections.
Holson also notes that higher interest rates can positively impact floating-rate investments while outlining the risks faced by borrowers. The firm is particularly focused on defensive-growth sectors like industrial automation and animal health.
The private credit market has been under scrutiny as investors navigate the implications of rising interest rates and economic uncertainty. New Mountain Capital's approach suggests a proactive strategy to capitalize on the evolving landscape, particularly in sectors that promise resilience.
The shift towards defensive-growth sectors indicates a strategic pivot in investment philosophy, as firms like New Mountain Capital seek stability in uncertain economic conditions. By prioritizing industries that are less sensitive to economic downturns, investors may mitigate risks associated with market volatility.

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