Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit
Monetary Matters with Jack Farley
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Navigating Private Equity and Credit Dynamics
This chapter explores the relationship between private equity and private credit markets, focusing on recent trends in loan spreads and capital flows. It addresses the challenges private equity firms face in asset sales, along with the implications for financing demand and market dynamics. Additionally, the chapter examines investment strategies in high-yield bonds, CMBS, and the importance of credit quality amidst macroeconomic uncertainties.
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