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.

Nael Khatoun, an MD and portfolio manager at Oaktree, dives into the exciting new partnership with Lloyds Bank. He shares how this collaboration redefines private credit solutions in the UK, offering faster financing amid rising interest rates. The discussion highlights tailored strategies for navigating market risks and the increasing influence of retail investors in private credit. Khatoun also sheds light on promising sectors like life sciences and NAV finance, revealing how they are positioning themselves in a competitive environment.