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The Role of Private Credit in an Investment Portfolio

/Podcast/The Role of Private Credit in an Investment Portfolio

November 3, 2025 |Podcast

Smart Capital
Smart Capital
The Role of Private Credit in an Investment Portfolio
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00:00 / 21:18

Download file | Play in new window | Duration: 21:18 | Recorded on November 3, 2025

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In this episode of Smart Capital, James O’Kane, Senior Private Client Advisor at Shaw & Partners, sits down with CFMG Capital’s General Manager Andrew Thomson to unpack the growing role of private credit in modern investment portfolios. This episode breaks down what private credit is, how it differs from traditional fixed income, and why more investors are turning to these opportunities outside the public markets.

The discussion covers risk and return profiles, liquidity considerations, and how private credit can complement property investments to support wealth growth and stability in a shifting economic environment.

Whether you’re curious about property-backed lending or looking for opportunities beyond the public markets, this episode offers practical insights into where private credit fits within a modern investment portfolio.

 

General Advice Warning from James O’Kane: This advice is ‘General’ as opposed to personal, advice. This means it has been prepared for multiple recipients without consideration of your investment objectives, financial situation and needs (“Personal Circumstances”). Advice or opinions given are not a recommendation that a particular course of action is suitable for you and the advice is therefore not to be acted on as Personal investment advice. You must assess whether or not the advice is appropriate for your Personal Circumstances before making any investment decisions.

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