In this podcast episode, we delve into the current split in the credit market, as discussed in Oaktree's latest quarterly letter. It sheds light on the growing corporate debt, the increasing role of Liability Management Exercises (LMEs), and what these trends mean for investors facing a landscape filled with both risks and opportunities. Additionally, we examine new trends in mezzanine financing and the investment potential triggered by demographic changes and enhanced corporate governance in various Asian markets. The discussion highlights the importance for investors to tap into legal expertise and adopt strategic positions.
