Dispersion @oaktreecapital
Dispersion  @oaktreecapital
Uploaded February 2026 | Updated September 2026, 2 weeks ago
Bob O’Leary (Co-CEO and Portfolio Manager, Global Opportunities) and Armen Panossian (Co-CEO and Head of Performing Credit) shared their assessment of market dispersion in a recent webcast held for Oaktree clients. They discussed the state of the private and liquid credit markets and the ways to navigate an environment characterized by increasing bifurcation into winners and losers. Listen to an excerpt from the conversation in the latest episode of The Insight: Conversations.
DispersionIntroducing Behind The Memo: Selling OutThe Rewind: Calling The MarketPart Eight: What is the relationship between risk and return?What are the major misconceptions about CLOs?AI Hurtles AheadBull Market RhymesConversations: NAV Finance 101 with Pierre-Antoine de SelancyPart One: What is risk?OCM: A Sense of Home (2022)Whats Going on in Private Credit?Part Three: What are other forms of risk?
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Dispersion

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