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The Memo by Howard Marks Podcast
The Insight: Conversations – European Credit at a Turning Point

The Insight: Conversations – European Credit at a Turning Point

The Memo by Howard Marks vor 2 Jahren

0:00

42:25

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.