Dispersion
From The Insight by Oaktree Capital by Oaktree Capital
February 10, 2026 · 24 min · Episode 46
About this episode
Bob O’Leary and Armen Panossian discuss market dispersion and strategies for navigating the credit markets.
Bob O’Leary (Co-CEO and Portfolio Manager, Global Opportunities) and Armen Panossian (Co-CEO and Head of Performing Credit) shared their assessment of market dispersion in a recent webcast held for Oaktree clients. They discussed the state of the private and liquid credit markets and the ways to navigate an environment characterized by increasing bifurcation into winners and losers. Listen to an excerpt from the conversation in the latest episode of The Insight: Conversations .
People in this episode
Guests: Bob O’Leary, Armen Panossian
Topics covered
- market dispersion
- private credit markets
- liquid credit markets
- bifurcation
- investment strategies
Keywords
- market dispersion
- credit markets
- investment
- bifurcation
- Oaktree
Mentioned in this episode
Organizations: Oaktree Capital
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