The Insight by Oaktree Capital
Jun 11, 2026 · 28 min · 11 segments
A more challenging corporate credit backdrop may not be entirely a bad thing. In the latest episode of The Insight: Conversations, we flip the script and consider the opportunities that may arise from…
Brooke HinchmanGuestMatt WilsonGuest
Harry WhitelawHost
Now, the credit markets have been the subject of many headlines over recent months.
Some perhaps overly dramatic, but some also pointing to legitimate pockets of concern.
Today, we'll flip the script and talk about the opportunities that could result from a less easy lending environment.
With that aim in mind, joining today we have two Oaktree leaders who operate in the complex end of the credit spectrum, Brooke Hinchman, head of North America for Oaktree's Opportunistic Credit Strategy, and Matt Wilson, co-portfolio manager for our Special Situations strategy.
Okay, why don't we start off with a bit of economic backdrop, starting with the interest rate picture.
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Now, the credit markets have been the subject of many headlines over recent months.
Some perhaps overly dramatic, but some also pointing to legitimate pockets of concern.
Today, we'll flip the script and talk about the opportunities that could result from a less easy lending environment.
With that aim in mind, joining today we have two Oaktree leaders who operate in the complex end of the credit spectrum, Brooke Hinchman, head of North America for Oaktree's Opportunistic Credit Strategy, and Matt Wilson, co-portfolio manager for our Special Situations strategy.
Okay, why don't we start off with a bit of economic backdrop, starting with the interest rate picture.
