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Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
Episode 31
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 c…
Published on 11 months, 1 week ago
Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien
Episode 30
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? I…
Published on 11 months, 4 weeks ago
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition
Episode 29
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 facin…
Published on 1 year ago
Conversations: The Changing Face of Private Credit at Oaktree Conference 2024
Episode 28
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…
Published on 1 year ago
Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
Episode 27
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 wea…
Published on 1 year, 2 months ago
Performing Credit Quarterly 2Q2024: The Dual Economy
Episode 26
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 …
Published on 1 year, 2 months ago
Conversations: Oaktree Conference 2024 Edition
Episode 25
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 …
Published on 1 year, 3 months ago
The Roundup: Top Takeaways from Oaktree Conference 2024
Episode 24
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…
Published on 1 year, 3 months ago
Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Episode 23
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-Chairm…
Published on 1 year, 5 months ago
Performing Credit Quarterly 1Q2024: Unusually Uncertain
Episode 22
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 Quar…
Published on 1 year, 5 months ago