On the Lookout
From The Insight by Oaktree Capital by Oaktree Capital
August 21, 2025 · 30 min · Episode 40
About this episode
Armen Panossian and David Rosenberg discuss the current state of credit markets and investment opportunities.
In the latest episode, Armen Panossian (Co-CEO and Head of Performing Credit) and David Rosenberg (Head of Liquid Performing Credit) assess today’s credit markets, including where pockets of relative value may be found, how a global approach can benefit investors, and why public and private credit markets are converging.
People in this episode
Guests: Armen Panossian, David Rosenberg
Topics covered
- credit markets
- investment strategies
- public credit
- private credit
- global approach
- relative value
Keywords
- credit markets
- investment
- relative value
- public credit
- private credit
- global approach
Mentioned in this episode
Organizations: Oaktree Capital
More episodes of The Insight by Oaktree Capital
- The Flip Side · June 11, 2026 · 28 min
- Reflections on Oaktree Conference 2026 with Howard Marks · March 24, 2026 · 33 min
- Dispersion · February 10, 2026 · 24 min
- Europe · January 14, 2026 · 23 min
- Vigilance · December 15, 2025 · 26 min
- Convergence · November 13, 2025 · 32 min
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