
Oaktree Sees Companies in Trouble as Rates Stay High
The Credit Edge by Bloomberg Intelligence
Navigating the Credit Market Landscape
This chapter explores the current dynamics of the credit market, marked by low default rates and high yields, while highlighting the significance of credit selection amid economic shifts. It examines how recent political developments and economic trends impact consumer segments, particularly low-end consumers, and discusses the restructuring of credit markets, including the influx of capital and the role of distressed debt. The conversation concludes with insights into the challenges faced by companies in a high-interest-rate environment and their strategies for debt restructuring.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.