Conversations: European Credit at a Turning Point
The Insight by Oaktree Capital
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Evolution of the European credit market
The chapter discusses the changing perceptions and market conditions in Europe, highlighting the opportunities for good quality companies in the credit market. It mentions the tightening of spreads in European high yield bonds and senior loans compared to the US market, as well as the flight to quality in private credit. The chapter also touches upon the impact of rising debt costs on companies and consumers, warning about the potential defaults and loss experiences in rate-sensitive asset classes.
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