Gimme Credit

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the reasons for its fast growth bu ... Show More

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership. 

In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations. He highlights AI’s immense power, s ... Show More

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors. 

This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics with Chris Hussey.   Learn more about your ad choices. Visit megaphone.fm/adchoice ... Show More

Investment grade had a sustained good run in the past four months with spreads compressing all the way combined with bumper supply in the new year. How long will it sustain and are we due a correction if spreads are indeed rich? Please join Mahesh Bhimalingam, Chief European Cred ... Show More

<p>How time will show you the true value of something &amp; why you shouldn&#39;t be too quick to judge in the short-term.</p> <p><br></p> <p>Make sure you follow me on social media for more daily trading tips @AkilStokesRTM</p> <p><br></p> <p>Your Trading Coach - Akil </p> 

In this podcast, presented by Moody's Analytics, we'll discuss historical and current credit events that help build a perspective for what is to come next - lessons from the past to guide the future.  

Send us Fan Mail Credit Strategy: how does it work, who are the players, and what are the career opportunities? Today we are discussing the structure of the Credit Strategy desk at an Investment Bank with Dominique Toublan, head of US Credit Strategy at Barclays Capital. We discu ... Show More

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More

<p>On today’s show we are talking about a question that came to me on a phone call yesterday morning. The person asking the question was seeking to help another investor who has run into financial difficulty. </p> <p>The question was whether a standby letter of credit could be us ... Show More