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The Insight by Oaktree Capital · Jul 10, 2025 · 32 min

Keeping Composed

In the latest episode of The Insight: Conversations, Oaktree experts examine the recent volatility in the credit markets, discuss shifting perceptions of European credit, and take a closer look at asset-backed finance. Justin Quaglia (Managing Director, Credit Trading), Madelaine Jones (Portfolio Manager, European High Yield Bonds and Senior Loans), and Christopher Gray (Managing Director, Structured Credit) explore these topics and more from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.

0:00-32:33

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In the latest episode of The Insight: Conversations, Oaktree experts examine the recent volatility in the credit markets, discuss shifting perceptions of European credit, and take a closer look at asset-backed finance. Justin Quaglia (Managing Director, Credit Trading), Madelaine Jones (Portfolio Manager, European High Yield Bonds and Senior Loans), and Christopher Gray (Managing Director, Structured Credit) explore these topics and more from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.

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