Performing Credit Quarterly 4Q2023: The Goldilocks Trap The Insight By Oaktree Capital podcast

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MBA Trading Business Anna Szymanski Oaktree Capital

Innhold levert av Anna Szymanski and Oaktree Capital. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Anna Szymanski and Oaktree Capital eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Performing Credit Quarterly 4Q2023: The Goldilocks Trap

5M ago 44:12

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Innhold levert av Anna Szymanski and Oaktree Capital. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Anna Szymanski and Oaktree Capital eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In the latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the “Goldilocks thinking” prevalent in today’s markets, highlighting the potential pitfalls and opportunities it’s creating. At a time when several long- and short-term economic tailwinds appear to be weakening, they consider the risk of assuming that everything will be just fine.

You can read the 4Q2023 PCQ here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/performing-credit-quarterly-4q2023-the-goldilocks-trap).

… continue reading

24 episoder

#MBA #Trading #Business #Anna Szymanski #Oaktree Capital

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Performing Credit Quarterly 4Q2023: The Goldilocks Trap

The Insight by Oaktree Capital

14 subscribers

published 5M ago

Del

MP3•Episoder hjem

Innhold levert av Anna Szymanski and Oaktree Capital. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Anna Szymanski and Oaktree Capital eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In the latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the “Goldilocks thinking” prevalent in today’s markets, highlighting the potential pitfalls and opportunities it’s creating. At a time when several long- and short-term economic tailwinds appear to be weakening, they consider the risk of assuming that everything will be just fine.

You can read the 4Q2023 PCQ here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/performing-credit-quarterly-4q2023-the-goldilocks-trap).

… continue reading

24 episoder

#MBA #Trading #Business #Anna Szymanski #Oaktree Capital

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