The Memo by Howard Marks

The Insight: Conversations – European Credit at a Turning Point

Sep 8, 2023 · 42 min · Episode 43 · 40.7 MB
0:00-42:25

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Learn about the current state of European credit and the dramatic changes seen over the last year in this thought-provoking discussion with Armen Panossian (Head of Performing Credit), Madelaine Jones (Portfolio Manager, European Senior Loans and European High Yield Bonds), and Nael Khatoun (Head of European Private Debt).  They consider the challenges created by the end of the easy money era, risks posed by geopolitics and artificial intelligence, and the quality advantage that exists in European markets.