CNBC Television
10 Nov 2026, 13:46 UTC · 1d ago
Goldman Sachs' Vivek Bantwal: Clients underexposed to new parts of private credit
Impact · against what's priced in
The news is marginally positive for Goldman Sachs as it identifies a specific growth vector—asset-backed finance—that aligns with the private credit expansion the market currently ignores. While general investor interest in private credit is already assumed, the pivot toward new segments provides a concrete path to capturing the upside the current price declines.
- GS+0.15
Challenges what's priced in
- The price assumes
Goldman Sachs capturing a leading role in the... $500 billion private credit expansion for infrastructure
The market currently does not pay for Goldman's ability to capture a leading role in the private credit expansion; the identification of underexposed clients in asset-backed finance provides a specific tactical catalyst to realize this currently declined upside.
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