Performing Credit Quarterly 4Q2023: The Goldilocks Trap - podcast episode cover

Performing Credit Quarterly 4Q2023: The Goldilocks Trap

Jan 30, 202444 minEp. 16
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Episode description

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).

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