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 Today's Credit Market
This chapter explores the most attractive asset classes in the current market, with a focus on CLOs and RMBS, highlighting their appealing spreads and low default risks. It also discusses the popularity and performance of private credit, urging caution and a shift towards conservative investment strategies amidst changing market conditions. The conversation delves into the dynamics of the borrowing landscape, emphasizing the growing role of technology and life sciences in the credit market.
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