Conversations: European Credit at a Turning Point @oaktreecapital
Conversations: European Credit at a Turning Point  @oaktreecapital
Uploaded September 2023 | Updated September 2026, 2 weeks ago
Learn about the current state of European credit and the dramatic changes seen over the last year in this thought-provoking discussion with Armen Panossian (Head of Performing Credit), Madelaine Jones (Portfolio Manager, European Senior Loans and European High Yield Bonds), and Nael Khatoun (Head of European Private Debt).  They consider the challenges created by the end of the easy money era, risks posed by geopolitics and artificial intelligence, and the quality advantage that exists in European markets.
Conversations: European Credit at a Turning PointPart Six: What is the character of risk?The Illusion of KnowledgeThe Folly of Certainty35 Years of MemosInsights Live: Finding Relative Value in Uncertain TimesEmerging Markets Equities StrategyPart Five: What does it mean to think probabilistically?Conversations: Performing Credit Quarterly 1Q2023Part Seven: What is the relationship between risk and asset quality?Howard Marks: BQ Prime (2023)Dispersion
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Conversations: European Credit at a Turning Point

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