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Market PulseShowing 15 of 15
1. Post-GFC Regulatory Reforms and Lending Gaps
This summary provides an overview of the discussion between Meredith (Host) and the incoming co-CEOs of Brookfield Credit, Bob O’Leary and Armen Panossian.
Podcast Profile & Speaker Biographies
Executive Summary
This PIMCO analysis examines the current state of Business Development Companies (BDCs) and the High Yield (HY) bond market. While BDC sentiment has stabilized since early March, a sharp divide persists between equity and credit investors regarding Net Asset Value (NAV) credibility. Simultaneously, the high-yield sector is witnessing a "stop-start" default pattern characterized by…
This is a summary of the April 24, 2026, episode of Bloomberg Real Yield, hosted by Scarlett Fu. The program explores the shifting landscape of the Federal Reserve, the impact of the US-Iran conflict on credit markets, and emerging risks in private credit and taxation.
Speaker Profiles
This summary covers the "Investing Insights" podcast by Morningstar, Inc., featuring an analysis of market disruptions in early 2026.
Overview and Speaker Details
This video, titled "The Credit Market Lens: Software Stuck in a Trough," features insights from Lutfi Karoui, PIMCO’s Chief Credit Strategist. It provides a detailed analysis of why the software sector is currently struggling across both equity and credit markets, highlighting the risks hidden behind opaque valuations in private markets.
Sector Performance and Market Composition
Redemption Rates (%) for major Private Credit evergreen funds | BeyondTheExchange.ca
This is a summary of the 5 in 5 with ANZ podcast from Tuesday, April 21, 2026, covering global geopolitical tensions, market reactions, and updated economic forecasts for Australia, New Zealand, and Malaysia.
Geopolitical Tensions & Oil Market Surge [00:00:09]
This podcast features Jeffrey Sherman (Deputy CIO of DoubleLine Capital) and Jason Draho (Head of Asset Allocation for the Americas at UBS) discussing investment positioning amidst geopolitical tensions, inflation, and the rise of AI. This podcast was recorded on April 9, 2026, at the UBS 1285 podcast studio.
**[00:00:08] Introduction and…
In this address from the Oaktree Conference 2026, Co-CEOs Bob O'Leary and Armen Panossian provide a comprehensive outlook on the global economy and investment landscape, defining the current market backdrop as "shakily optimistic." [00:20]
Market Sentiment: "Shakily Optimistic" [00:00:20] Co-CEO Bob…
This summary details the insights of Apollo Global Management CEO Marc Rowan regarding the state of private credit, the misunderstanding of market risks, and the specific impact of AI on the software sector.
I. Market Misconceptions & The Media Narrative [00:00:00]
The BEAT (Q2 2026 - April) | Morgan Stanley #Report
This interview features Joan Solotar, Global Head of Blackstone Private Wealth, discussing the evolving landscape of private markets, the rapid growth of private credit, and the firm’s strategy for individual investors.
1. Business Scope & Model [00:00:00]
In this episode of the Uncommon Capital podcast, host Brian Resnik (Senior Investment Strategist at AllianceBernstein) interviews Matt Bass, Head of Private Alternatives at AllianceBernstein. They discuss the evolution of private credit, the lessons learned from the 2008 financial crisis, the current state of the market, and the impact of AI on investment sectors like software.…
Apollo: The chart below assesses the severity of the Middle East conflict's impact across various segments of credit markets. Note: Red = Negative, Yellow = Moderate, Gray = Non-material, Green = Positive. Sources: Moody's ratings, Apollo Chief Economist