Vigilance

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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