Madelaine Jones

Armen Panossian, Madelaine Jones, and Nael Khatoun discuss the current state of European credit, challenges created by the end of the easy money era, risks from geopolitics and AI, and the quality advantage in European markets. They also explore the shift from bank dominance to private credit, macro themes in European and US markets, jurisdictional differences in European investing, labor shortage concerns, and navigating uncertainty in the market.

Madelaine Jones, a Portfolio Manager for European High Yield Bonds, joins Justin Quaglia, a Credit Trader focused on high-yield bonds, and Christopher Gray, a Managing Director in Asset-Backed Finance at Oaktree. They discuss the recent volatility in credit markets, exploring the psychological impacts on investors. The group analyzes the dynamics of leveraged credit and the impact of regulatory changes on trading. Finally, they delve into opportunities in asset-backed finance amidst a shifting economic landscape, emphasizing the importance of strong investment relationships.