The Insight by Oaktree Capital

Performing Credit Quarterly 1Q2023: Flight Risk

Apr 20, 2023

38:20

AI Chapters

Episode notes

Introduction

3min

The Banking Turbulence Continues

2min

Where Are Oak Tree Experts Finding Potential Risks, Opportunities, and Relative Value Today?

3min

The Future of Private Credit Funds

3min

The Future of CLLOs

3min

The Credit Pickers Market in 1Q2023

3min

The US Senior Loan Market in 1Q2023

6min

Global Convertibles Market Conditions in 1Q2023

3min

The Impact of Volatility on the Convertible Credit Market

3min

10.

The Risks and Opportunities of Large-Cap Financings

3min

11.

Investment Grade Credit Mark a Conditions in 1Q2023

3min

12.

Oatree Capital Management's Performing Credit Platform

3min

When a period of easy money comes to an abrupt end, simmering risks typically erupt, as we recently saw in the banking sector. Armen Panossian (Head of Performing Credit) and Danielle Poli (Head of the Product Specialist Group) explain why they believe more pockets of stress will likely burst as credit conditions tighten – and why this will benefit bargain hunters.

You can read the 1Q2023 PCQ here (https://www.oaktreecapital.com/docs/default-source/default-document-library/performing-credit-quarterly-1q2023.pdf?sfvrsn=64b15f66_16).