The Insight by Oaktree Capital

Performing Credit Quarterly 1Q2023: Flight Risk


Listen Later

When a period of easy money comes to an abrupt end, simmering risks typically erupt, as we recently saw in the banking sector. Armen Panossian (Head of Performing Credit) and Danielle Poli (Head of the Product Specialist Group) explain why they believe more pockets of stress will likely burst as credit conditions tighten – and why this will benefit bargain hunters.

You can read the 1Q2023 PCQ here (https://www.oaktreecapital.com/docs/default-source/default-document-library/performing-credit-quarterly-1q2023.pdf?sfvrsn=64b15f66_16).

...more
View all episodesView all episodes
Download on the App Store

The Insight by Oaktree CapitalBy Oaktree Capital

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

17 ratings


More shows like The Insight by Oaktree Capital

View all
Masters in Business by Bloomberg

Masters in Business

2,162 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

985 Listeners

Odd Lots by Bloomberg

Odd Lots

1,683 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

670 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

787 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

196 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

71 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

374 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

337 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

29 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

25 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

174 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

21 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

76 Listeners