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Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl

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Indhold leveret af Anna Szymanski and Oaktree Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Anna Szymanski and Oaktree Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Which macroeconomic tailwinds are weakening and potentially turning into headwinds? Why may it now be easier to find a signal amid the economic noise? And what are the implications for credit investors? In the latest episode of The Insight: Conversations, Armen Panossian (incoming co-CEO and Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Wayne Dahl (Co-Portfolio Manager, Global Credit) discuss these and other topics from the recently published Performing Credit Quarterly 4Q2023: The Goldilocks Trap.

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33 episoder

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Manage episode 401049332 series 3475814
Indhold leveret af Anna Szymanski and Oaktree Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Anna Szymanski and Oaktree Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Which macroeconomic tailwinds are weakening and potentially turning into headwinds? Why may it now be easier to find a signal amid the economic noise? And what are the implications for credit investors? In the latest episode of The Insight: Conversations, Armen Panossian (incoming co-CEO and Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Wayne Dahl (Co-Portfolio Manager, Global Credit) discuss these and other topics from the recently published Performing Credit Quarterly 4Q2023: The Goldilocks Trap.

  continue reading

33 episoder

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