Playing it smart with private credit

Investment Executive
April 15, 2025.

With market volatility top of mind, investors are looking for ways to stay steady.

Craig Machel, Senior Portfolio Manager at Richardson Wealth, shares how he helps clients navigate uncertainty by building portfolios designed for stability not just growth.

“It’s all about the asset mix,” he says. Private credit income, for example, “can be really consistent.” The client gets stability during market downturns and stays invested, “and thereby we’re compounding returns quicker rather than recovering from declines.”

Smart diversification takes work but it can pay off in the long run.

Related articles

2025

What advisors need to know before adopting SMAs and UMAs

July 21, 2025 - Susan O’Brien explains how separately managed accounts and unified managed accounts can allow advisors to delegate security selection while managing overall…

1 minute read

2025

How advisors can adjust retirement and estate planning for DINK couples

July 7, 2025 - Diana Orlic discusses how dual-income, no-kids (DINK) clients can protect against lifestyle inflation by maximizing contributions to RRSPs and TFSAs and…

1 minute read

2025

Serving the suddenly high-net-worth

June 30, 2025 - When it comes to a sudden influx of wealth, Kathy McMillan explains that advisors must be prepared to listen, be patient…

1 minute read