Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s Wayne Dahl on High-Yield Bonds, Bank Loans, CLOs, CMBS, and Private Credit
Monetary Matters with Jack Farley
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Tariff Impacts on Credit Markets
This chapter explores how tariffs influence credit markets, particularly high-yield bonds, and emphasizes the importance of proactive portfolio management. It discusses the financial burdens imposed by tariffs and the resulting disparities among affected firms, urging careful analysis of sectors impacted by these changes. The conversation also highlights the complexities of macroeconomic indicators in relation to earnings forecasts and the need for strategic investment approaches amid uncertainty.
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