The Insight by Oaktree Capital

The Insight by Oaktree Capital

The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today. The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes. And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.

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Episoder(50)

Conversations: Oaktree Conference 2024 Edition

Conversations: Oaktree Conference 2024 Edition

In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client conference. Oaktree co-chairman Howard Marks does a deep d...

2 Jul 202439min

The Roundup: Top Takeaways from Oaktree Conference 2024

The Roundup: Top Takeaways from Oaktree Conference 2024

Oaktree recently held its biennial client conference featuring presentations from co-chairman Howard Marks, co-CEOs Robert O’Leary and Armen Panossian, and many other key Oaktree thought leaders. In ...

27 Jun 202419min

Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”? In the latest episode of The Insight: Conversations, Howard Marks (Co-Chairma...

6 Mai 202431min

Performing Credit Quarterly 1Q2024: Unusually Uncertain

Performing Credit Quarterly 1Q2024: Unusually Uncertain

Oaktree co-chairman Howard Marks recently noted that many investors today are feeling “unusually uncertain” about the future of the economy and financial markets. In the latest Performing Credit Quart...

30 Apr 202444min

Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang

Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang

What were some of the biggest surprises in credit markets during the first quarter? Why might global convertibles be set for a rebound? And why do many Chinese equities look more attractive today than...

11 Apr 202442min

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

In this installment of The Roundup, you’ll learn what Oaktree’s new co-CEOs, Robert O’Leary and Armen Panossian, think about today’s investment environment. You’ll also find insights about opportunist...

28 Mar 202418min

Conversations: NAV Finance 101 with Pierre-Antoine de Selancy

Conversations: NAV Finance 101 with Pierre-Antoine de Selancy

Learn about the next generation of private credit with Pierre-Antoine de Selancy, Cofounder and Managing Partner of 17Capital. 17Capital, which partnered with Oaktree in 2022, is a market leader in NA...

7 Mar 202420min

NAV Finance 101: The Next Generation of Private Credit

NAV Finance 101: The Next Generation of Private Credit

Learn all about NAV finance, a rapidly growing segment of the private credit landscape, in this explainer, which was authored by Armen Panossian (Co-CEO and Head of Performing Credit) and Pierre-Antoi...

7 Mar 202414min

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