

Oaktree's Panossian on Compelling Credit Options: Credit Crunch
Oct 31, 2023
Armen Panossian, managing director and incoming co-CEO for Oaktree Capital Management, discusses private-credit growth, high-yield opportunities, expected impacts from an economic slowdown, and more. They explore various markets within private credit, opportunities in high-yield bonds and distressed debt, the impact of rising interest rates on debt servicing, and the transition from high yield to private credit.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Evolution of the distressed space and risk control in investment philosophy
04:45 • 7min
Private Credit Markets and Opportunities
11:27 • 22min
Opportunities in High Yield Bonds and Distressed Debt
33:39 • 8min
Technical Analysis of Bond Duration and Market Expectations
41:15 • 4min
The Impact of Rising Interest Rates on Debt Servicing
45:28 • 2min
Transition from High Yield to Private Credit
47:27 • 18min