AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Performing Credit Quarterly 1Q2023: Flight Risk
The Insight by Oaktree Capital
Investment Grade Credit Mark a Conditions in 1Q2023
The asset class strengthened in 1Q2023, generating a return of 2.8%, largely due to slowing inflation and optimism that the Federal Reserve's interest rate hiking cycle is coming to a close. Fears of a looming recession exacerbated by the stress in the banking sector caused modest spread widening. Rising recession risk may make investment grade debt attractive on a relative basis. Tens of sectors could potentially offer compelling value if the economy deteriorates.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode