Undercurrents
In the latest episode of The Insight: Conversations, Oaktree experts assess the bifurcation in equity and credit markets today, examine dislocation in the healthcare sector, and take a closer look at ...
9 Okt 202534min
On the Lookout
In the latest episode, Armen Panossian (Co-CEO and Head of Performing Credit) and David Rosenberg (Head of Liquid Performing Credit) assess today’s credit markets, including where pockets of relative ...
21 Aug 202530min
Keeping Composed
In the latest episode of The Insight: Conversations, Oaktree experts examine the recent volatility in the credit markets, discuss shifting perceptions of European credit, and take a closer look at ass...
10 Jul 202532min
Supply and Demand
In the latest episode, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join...
27 Mai 202524min
30 Years of Oaktree
In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Sheldon Stone (Principal and Co-Portf...
6 Mai 202522min
Off The Beaten Path
What do elevated interest rates mean for private equity? Why is demand for junior capital solutions growing? What is the impact of the current supply/demand imbalance in asset-backed finance? In the l...
8 Apr 202529min
Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt
Why have liability management exercises (LMEs) soared in prominence? What are the risks and opportunities associated with these transactions? And what factors determine successful navigation of the LM...
13 Feb 202536min
Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
Why have Treasury yields remained higher for longer and what does this mean for credit investors? What are the potential impacts of the historic stimulus recently announced in China? And what is the c...
15 Jan 202535min
