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Undercurrents
Episode 41
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…
Published on 10 hours ago
On the Lookout
Episode 40
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…
Published on 1 month, 2 weeks ago
Keeping Composed
Episode 39
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 as…
Published on 2 months, 4 weeks ago
Supply and Demand
Episode 38
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. Joi…
Published on 4 months, 1 week ago
30 Years of Oaktree
Episode 37
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-Port…
Published on 5 months ago
Off The Beaten Path
Episode 36
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 …
Published on 6 months ago
Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt
Episode 35
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 L…
Published on 7 months, 3 weeks ago
Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
Episode 34
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 …
Published on 8 months, 3 weeks ago
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition
Episode 33
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 av…
Published on 9 months, 3 weeks ago
Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques
Episode 32
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 Jennif…
Published on 10 months, 3 weeks ago