Insights Live: European Credit at a Turning Point @oaktreecapital
Insights Live: European Credit at a Turning Point  @oaktreecapital
Uploaded September 2023 | Updated September 2026, 2 weeks ago
Insights Live takes you behind the scenes of the recording of Oaktree’s new podcast, The Insight by Oaktree Capital, and gives you key takeaways from the recent episode on European credit. Join 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) as 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.

To listen to the full podcast episode: oaktreecapital.com/insights/insight-podcast/market-commentary/the-insight-conversations-european-credit-at-a-turning-point
Insights Live: European Credit at a Turning PointConversations: 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)
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Insights Live: European Credit at a Turning Point

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