38 min listen
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
ratings:
Length:
21 minutes
Released:
Dec 14, 2023
Format:
Podcast episode
Description
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).
Released:
Dec 14, 2023
Format:
Podcast episode
Titles in the series (24)
Performing Credit Quarterly 1Q2023 – Flight Risk by The Insight by Oaktree Capital