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Performing Credit Quarterly 1Q2024: Unusually Uncertain

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Manage episode 415533289 series 3475814
Content provided by Anna Szymanski and Oaktree Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anna Szymanski and Oaktree Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Oaktree co-chairman Howard Marks recently noted that many investors today are feeling “unusually uncertain” about the future of the economy and financial markets. In the latest Performing Credit Quarterly, Armen Panossian (co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the pockets of risk and opportunity emerging in this environment and the potential implications for credit investors. Plus, we’ve included excerpts from Howard’s recent market update to Oaktree clients.

  continue reading

24 episodes

Artwork
iconShare
 
Manage episode 415533289 series 3475814
Content provided by Anna Szymanski and Oaktree Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anna Szymanski and Oaktree Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Oaktree co-chairman Howard Marks recently noted that many investors today are feeling “unusually uncertain” about the future of the economy and financial markets. In the latest Performing Credit Quarterly, Armen Panossian (co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the pockets of risk and opportunity emerging in this environment and the potential implications for credit investors. Plus, we’ve included excerpts from Howard’s recent market update to Oaktree clients.

  continue reading

24 episodes

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