NEXUS 2024

Oaktree: Loan managers needn’t fear extending maturities

Media warnings of a pending ‘wild west’ of defaults are overdone, portfolio managers say.

WATCH: Barings’ Bryan High on the future of private credit

Adam Le spoke to Barings’ Bryan High to get his views about how private credit will evolve and why LPs are flocking to the asset class.

‘Secular change’ tough for some but the outlook’s bright

Given the shock of the new rate environment, some borrowers will experience problems, according to Howard Marks. He thinks talk of systemic risk is exaggerated though.

Oaktree’s Marks sees a secular change in the investing backdrop

The ‘oracle of credit investing’ rates the Fed, the banking system and private credit, and discusses interest rates and the upside of excesses.

Blackstone’s Gray sees ‘structural changes’ in credit

Gray tells PEI Group’s NEXUS conference that corporate and real estate debt are the fastest growing assets of the firm.

Oaktree’s Marks: ‘isolated issues’ but no systemic risk

The industry veteran doesn’t believe private credit will bring down the system, but some managers will struggle in a higher-rate environment, he told attendees at PEI Group’s NEXUS 2024 summit.