Oaktree's Panossian on Compelling Credit Options: Credit Crunch
FICC Focus
00:00
Transition from High Yield to Private Credit
The speakers discuss the shift in markets from high yield corporates to private credit, examining the impact on liquidity premium and institutional investors' interest. They also highlight the strengths and potential challenges of investing in CLO equities and bond tranches, and discuss the market outlook favoring credit over equity in the current interest rate environment.
Transcript
Play full episode
