Spotlight on Meaghan Mahoney, Managing Director & Credit Team Business Leader, Artisan Partners
Global Thought Leader Spotlight
Meaghan Mahoney, Managing Director & Credit Team Business Leader, Artisan Partners
“As business leader of the Artisan Credit team, I am responsible for business development, consultant relations and client relationship management across the institutional channel, as well as working with the investment team on product development and strategy.
“It’s undeniable the credit landscape is dramatically different from the one just six months ago. Soaring inflation and tightening financial conditions now characterise an environment where investors’ recession outlook has moved from bear case to base case. Fortunately for investors, a worsening macro picture has been met with a much better set of valuations. Dispersion is widespread and pricing between industries and capital structures has become increasingly differentiated.
“In our view, this has created the most attractive opportunity set for credit selection we’ve seen since the depths of the pandemic.
“We acknowledge credit markets remain vulnerable to shifts in sentiment, and it’s possible spreads could continue to widen from here. But for investors with a longer timeframe, current valuations have historically led to compelling forward returns.”
Meaghan will be presenting on the opportunity set across high yield and the pockets of value emerging in the current, uncertain environment at Global Investment Institute’s upcoming Fixed Income & Defensive Assets Investment Forum, taking place on Thursday, 8 September 2022 at the Westin, Melbourne CBD, Victoria.
To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.
Meaghan Mahoney, Managing Director & Credit Team Business Leader, Artisan Partners
Meaghan is a Managing Director of Artisan Partners and a business leader for the firm’s credit team. Prior to joining Artisan Partners, Meaghan was a senior relationship manager at Polen Capital Credit, (formerly known as DDJ Capital Management), a leveraged corporate credit manager.
Before that, she was a senior vice president with Great Elm Capital Management, Inc. where she was responsible for investor relations for two publicly traded micro‐cap companies. Earlier in her career, she worked in various roles in marketing, investor relations and business development with investment management firms on the East Coast.
Meaghan holds a bachelor’s degree from Cornell University.
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