Opportunistic credit offers outsized returns, yet it is also more sensitive to credit cycles, which means that it requires investors with experience and a unique skillset. With interest-rate hikes imminent and economic growth expected to slow because of a variety of global supply chain issues, how are distressed debt and special-situations investors navigating these market conditions? What strategies are they using to minimize their exposure to defaults? Is there a risk of overreacting?
Editor-at-Large, Bloomberg Businessweek
Founder and CEO, Oak Hill Advisors, L.P.
Founder and Managing Partner, Fortinbras Enterprises LP
Chief Investment Officer, Employees' Retirement System of the State of Hawaii
Founder and Chief Investment Officer, SVPGlobal
Managing Partner and Chief Investment Officer, Marblegate Asset Management