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Performing Credit Quarterly 2Q2023: Fighting The Fed

Performing Credit Quarterly 2Q2023: Fighting The Fed

FromThe Insight by Oaktree Capital


Performing Credit Quarterly 2Q2023: Fighting The Fed

FromThe Insight by Oaktree Capital

ratings:
Length:
43 minutes
Released:
Jul 27, 2023
Format:
Podcast episode

Description

The U.S. economy continues to send mixed messages – but that may be because the Biden administration’s desire to keep the economy churning has clashed with the Federal Reserve’s interest in throwing sand in the gears.  In Oaktree’s latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the implications for investors, including why this tug-of-war may cause interest rates to remain higher for longer than many are anticipating.
Released:
Jul 27, 2023
Format:
Podcast episode

Titles in the series (24)

The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today. The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes. And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.