The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition
Amid a strong U.S. economy and potentially inflationary policies from the incoming administration, yields may remain higher for longer. High-income assets will likely benefit, but investors should avo...
12 Des 202415min
Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques
In the latest episode of The Insight: Conversations, Armen Panossian (Co-CEO and Head of Performing Credit), Brendan Beer (Co-Portfolio Manager, Structured Credit and Asset-Backed Finance) and Jennife...
13 Nov 202434min
Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
In the latest Performing Credit Quarterly, Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the next frontier of private cr...
30 Okt 202443min
Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien
Where are we currently in the credit cycle? Why might issuers be delaying their day of reckoning? And how are investors using demographic shifts to find new opportunities in the real estate market? In...
10 Okt 202438min
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition
The Federal Reserve’s highly telegraphed interest rate cut in September has created a new market dynamic: interest rates are set to moderate, but perhaps not enough to help many companies still facing...
26 Sep 202416min
Conversations: The Changing Face of Private Credit at Oaktree Conference 2024
In this special edition of The Insight: Conversations, we’re airing an excerpt from the private credit panel held at Oaktree’s recent biannual client conference in London on May 15, 2024. Key members ...
17 Sep 202439min
Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
The disparity between the haves and the have-nots has widened meaningfully in the U.S. economy over the last year. As a result, healthy aggregate macroeconomic indicators have often obscured the weak...
8 Aug 202436min
Performing Credit Quarterly 2Q2024: The Dual Economy
In the latest Performing Credit Quarterly, Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss how conflicting trends in the b...
30 Jul 202441min
