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The Insight: Conversations – European Credit at a Turning Point

The Insight: Conversations – European Credit at a Turning Point

FromThe Memo by Howard Marks


The Insight: Conversations – European Credit at a Turning Point

FromThe Memo by Howard Marks

ratings:
Length:
42 minutes
Released:
Sep 8, 2023
Format:
Podcast episode

Description

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.
Released:
Sep 8, 2023
Format:
Podcast episode

Titles in the series (54)

On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.