Madelaine Jones

Nael Khatoun and Madelaine Jones join to discuss the European credit landscape. Nael highlights the stability of Europe’s economy, particularly noting the growth in Southern countries like Spain and Portugal due to tourism and tech. They dive into Germany’s investment challenges and the significance of local expertise in navigating Europe's complex markets. The discussion also explores shifting trends in private credit and the maturation of high-yield markets, while emphasizing the importance of selective credit analysis amidst rising demand.

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.