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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

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Credit Fixed Income Investing

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Markets & Investments

Dispersion | Oaktree Capital

"Behind buoyant index averages are sharply bifurcated cohorts of winners and losers." - Bob O'Leary (On the danger of index investing) 02:30
"We’re returning to a world where mistakes are punished – and potentially capitalized on." - Armen Panossian (On the current opportunity set) 22:10…

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UJ

Feb 11, 2026

Credit Europe Fixed Income

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Markets & Investments Oaktree Outlook 2026 Podcast

Insights by Oaktree Capital | Europe Special

This podcast, hosted by Harry Whitelaw, features Nael Khatoun (European Private Debt), Madelaine Jones (European High Yield Bonds & Senior Loans), and Suzana Perić (Sourcing & Origination). The discussion explores the European economic landscape and credit market outlook. 0:16.

**1. State of the European Economy…

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UJ

Jan 18, 2026