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Performing Credit Quarterly 3Q2023: Tails, You Lose?

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Manage episode 380971937 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.

In the latest Performing Credit Quarterly, Oaktree argues that investors analyzing today’s leveraged credit markets should focus less on average risk and more on tail risk, as this segment of the market is currently much more vulnerable than usual. Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the risks and opportunities for credit investors if this tail risk becomes a tail reality.

You can read the 3Q2023 PCQ here (https://www.oaktreecapital.com/docs/default-source/default-document-library/performing-credit-quarterly-3q2023.pdf?sfvrsn=6bf05166_3).

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 380971937 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.

In the latest Performing Credit Quarterly, Oaktree argues that investors analyzing today’s leveraged credit markets should focus less on average risk and more on tail risk, as this segment of the market is currently much more vulnerable than usual. Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the risks and opportunities for credit investors if this tail risk becomes a tail reality.

You can read the 3Q2023 PCQ here (https://www.oaktreecapital.com/docs/default-source/default-document-library/performing-credit-quarterly-3q2023.pdf?sfvrsn=6bf05166_3).

  continue reading

27 episodes

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