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

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• Vigilance · December 15, 2025 · 26 min
• Convergence · November 13, 2025 · 32 min
• 35 Years of Memos · October 14, 2025 · 31 min

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