23 min listen
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition
ratings:
Length:
19 minutes
Released:
Sep 26, 2023
Format:
Podcast episode
Description
We may be in the first act of what could be a long drama unfolding across markets, as companies face the prospect of higher-for-longer borrowing costs and investors adjust to a new environment in which rigorous credit analysis, not inexpensive debt, will likely be the key to generating superior returns. In the current installment of The Roundup, Oaktree portfolio managers look beyond headline numbers and economic noise to identify the trends reshaping opportunity sets today.You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/september-2023-edition-roundup.pdf).
Released:
Sep 26, 2023
Format:
Podcast episode
Titles in the series (23)
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition by The Insight by Oaktree Capital