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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition

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Manage episode 389439508 series 3475814
Content provided by Anna Szymanski and Oaktree Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anna Szymanski and Oaktree Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In 2023, credit markets have experienced dramatic swings in investor sentiment, unexpected geopolitical events, and the second consecutive year of rising interest rates. In the current installment of The Roundup, Oaktree experts consider where opportunities and risks are emerging in various assets classes – including high yield bonds, CLOs, and European real estate – and co-chairman Howard Marks considers what “normal” may mean in this unsettled environment.

You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/december-2023-edition-roundup.pdf?sfvrsn=d67b5166_8).

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 389439508 series 3475814
Content provided by Anna Szymanski and Oaktree Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anna Szymanski and Oaktree Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In 2023, credit markets have experienced dramatic swings in investor sentiment, unexpected geopolitical events, and the second consecutive year of rising interest rates. In the current installment of The Roundup, Oaktree experts consider where opportunities and risks are emerging in various assets classes – including high yield bonds, CLOs, and European real estate – and co-chairman Howard Marks considers what “normal” may mean in this unsettled environment.

You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/december-2023-edition-roundup.pdf?sfvrsn=d67b5166_8).

  continue reading

27 episodes

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