Christina Lee, Co-portfolio Manager at Oaktree, discusses the current landscape of private credit, arguing that recent bankruptcies are isolated incidents. Brook Hinchman, Co-head of North America for opportunistic credit, highlights AI's disruptive impact on software investments and the K-shaped divergence in chemicals and building products. Matt Pendo, Head of Corporate Development, emphasizes the resilience of earnings and the robust structure of BDCs in mitigating bank risks. Together, they explore the importance of meticulous underwriting and emerging opportunities in stressed credit markets.
