Conversations: This Time Might Be Different with Howard Marks and David Rosenberg

Conversations: This Time Might Be Different with Howard Marks and David Rosenberg

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism and why this time might actually be different in financial markets.

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Avsnitt(50)

Crossroads

Crossroads

Bob O’Leary and Armen Panossian (Co-CEOs, Credit) shared their latest credit market insights in a recent webcast held for clients. They discussed the forces reshaping the direct lending landscape and ...

10 Sep 33min

The Flip Side

The Flip Side

A more challenging corporate credit backdrop may not be entirely a bad thing. In the latest episode of The Insight: Conversations, we flip the script and consider the opportunities that may arise from...

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Reflections on Oaktree Conference 2026 with Howard Marks

Reflections on Oaktree Conference 2026 with Howard Marks

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature ...

24 Mars 32min

Dispersion

Dispersion

Bob O’Leary (Co-CEO and Portfolio Manager, Global Opportunities) and Armen Panossian (Co-CEO and Head of Performing Credit) shared their assessment of market dispersion in a recent webcast held for Oa...

10 Feb 23min

Europe

Europe

Get the latest on the European economic backdrop and the state of its private and liquid credit markets with Nael Khatoun (Portfolio Manager, European Private Debt), Madelaine Jones (Portfolio Manager...

14 Jan 23min

Vigilance

Vigilance

Private credit remains coveted by income-seeking investors, offering attractive yields and low volatility, but the quality of underwriting has recently come under scrutiny. In the latest episode of Th...

15 Dec 202526min

Convergence

Convergence

How are private and liquid credit evolving into complementary forces? And how can combining these two distinct but interlinked markets be of benefit to both investors and issuers? In an in-depth conv...

13 Nov 202531min

35 Years of Memos

35 Years of Memos

To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writi...

14 Okt 202530min

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