David Rosenberg, Managing Director and Co-Portfolio Manager, Oaktree Capital Management | David shares his perspectives on the relative value of credit versus equities in a higher-yield environment, he discusses pockets of credit markets offering best-in-class opportunities and the drivers behind the rise of multi-asset credit.
Listen to the full interview which covers:
- How would you compare the value proposition of credit versus equities, in the current environment?
- What factors are most important for successfully investing in sub-investment grade credit?
- To what do you attribute the rise in popularity of multi-asset credit?
- Where are you finding best pockets of value across credit markets?
- Where are you seeing risks forming across credit markets
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