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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition

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Konten disediakan oleh Anna Szymanski and Oaktree Capital. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Anna Szymanski and Oaktree Capital atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Oaktree believes the investment environment may be undergoing a dramatic change, not simply a cyclical fluctuation. In the current installment of The Roundup, Oaktree portfolio managers explore the changes we’re already seeing in credit markets and consider what may lie ahead. What catalysts might widen the distressed liquid credit universe? How is the life sciences direct lending landscape evolving? How can real estate debt investors take advantage of the trends reshaping the market? Explore these and many other questions, and hear an excerpt from Howard Marks’s recent memo to clients.

You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/the-roundup-june-2023-edition.pdf).

  continue reading

26 episode

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Manage episode 366686300 series 3475814
Konten disediakan oleh Anna Szymanski and Oaktree Capital. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Anna Szymanski and Oaktree Capital atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Oaktree believes the investment environment may be undergoing a dramatic change, not simply a cyclical fluctuation. In the current installment of The Roundup, Oaktree portfolio managers explore the changes we’re already seeing in credit markets and consider what may lie ahead. What catalysts might widen the distressed liquid credit universe? How is the life sciences direct lending landscape evolving? How can real estate debt investors take advantage of the trends reshaping the market? Explore these and many other questions, and hear an excerpt from Howard Marks’s recent memo to clients.

You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/the-roundup-june-2023-edition.pdf).

  continue reading

26 episode

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