Webinar Replay – The Domino Effect: How Private Credit Has Changed Fixed Income
Watch the replay to hear how private credit became the new “junk” market and why it has improved the quality of the high yield universe. 00:00 Intro 01:53 Bond market evolution 06:15 Impact of the Great Financial Crisis 10:53 Moving from a two-tiered to a four-tiered bond market 21:48 Risks of private credit vs. high yield 29:10 Benefits of high yield 35:25 Question and answer session #osterweis #PrivateCredit #HighYield #LeveragedLoans #CLOs #JunkBonds #InvestmentGrade Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC. [OCMI-904232-2026-03-19] Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice. References to specific companies, market sectors, or investment themes herein do not constitute recommendations to buy or sell any particular securities. Holdings are subject to change and are not a recommendation to buy or sell any security. Current and future holdings are subject to risk. To obtain fund holdings visit www.osterweis.com. Connect with Osterweis for additional insights: Website: https://www.osterweis.com/ YouTube: / @osterweiscapital LinkedIn: / osterweis-capital-management For Terms & Conditions, visit the following link: https://www.osterweis.com/terms View our glossary of disclosures and definitions here: https://www.osterweis.com/glossary

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