The Insight by Oaktree Capital Performing Credit Quarterly 4Q2023: The Goldilocks Trap
10 snips
Jan 30, 2024 Head of Performing Credit and Assistant Portfolio Manager discuss the risks and opportunities of 'Goldilocks thinking' prevalent in today's markets. Topics covered include the caution towards prevailing market narratives, impact of declining interest rates, populism and economic protectionism, credit card debt and future economic scenarios, risks and opportunities in commercial real estate and high-yield bonds, European bond issuance and CLO performance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 5min
Populism, Economic Protectionism, and Financial Deregulation: Implications for Banks and Economic Growth
05:09 • 3min
Credit Card Debt and Future Economic Scenarios
07:54 • 2min
Risks and Opportunities in Commercial Real Estate and High-Yield Bonds
10:22 • 23min
European Bond Issuance and CLO Performance
33:42 • 9min
Disclaimer and Copyright Notice
42:23 • 2min