
Vigilance
From The Insight by Oaktree Capital by Oaktree Capital
December 15, 2025 · 26 min · Episode 44
About this episode
The episode discusses the scrutiny of underwriting quality in the private credit industry amidst its appeal to income-seeking investors.
Private credit remains coveted by income-seeking investors, offering attractive yields and low volatility, but the quality of underwriting has recently come under scrutiny. In the latest episode of The Insight: Conversations , Brook Hinchman (Co-Head of North America, Global Opportunities), Christina Lee (Co-Portfolio Manager, U.S. Private Debt), and Matt Pendo (Head of Corporate Development and Capital Solutions) discuss the recent headlines relating to the private credit industry.
People in this episode
Guests: Brook Hinchman, Christina Lee, Matt Pendo
Topics covered
- private credit
- income-seeking investors
- underwriting quality
- yields
- volatility
- industry headlines
Keywords
- private credit
- underwriting
- yields
- volatility
- income-seeking investors
- industry scrutiny
Mentioned in this episode
Organizations: Oaktree Capital, Global Opportunities, U.S. Private Debt, private credit
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- 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
- Convergence · November 13, 2025 · 32 min
- 35 Years of Memos · October 14, 2025 · 31 min
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