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Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

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Manage episode 373565387 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.

Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly. They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wrong about today’s CLO market.

  continue reading

26 episoder

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iconDel
 
Manage episode 373565387 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.

Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly. They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wrong about today’s CLO market.

  continue reading

26 episoder

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