Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark, dives deep into the world of credit markets. He shares valuable lessons from the TMT sector and the impact of zero interest rates on investing. The conversation touches on the evolving landscape of fixed income, including the rise of private credit and potential future defaults. Adam also discusses strategic insights for high yield investments, emphasizing the delicate balance the Fed must maintain amid economic challenges. This engaging discussion is a must-listen for anyone interested in fixed income strategies.

Harris Associates’ Adam Abbas discusses leveraged finance market tone, anticipating rate cuts' impact on corporate issuance. Private credit competes with syndicated loan market. Podcast also covers restructuring world updates and previews upcoming legal events.