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12min chapter
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
The Insight by Oaktree Capital
Investment Environment in 2024 and Beyond
Analyzing the impact of reducing inflation rates and the possibility of a recession in the U.S. economy, this chapter explores how investment strategies may need to adapt to future conditions. It discusses the potential effects of a recession on leveraged credit markets and highlights companies' preparations for the downturn. Furthermore, it examines the opportunities and risks in C.L.O. Equity, high-yield bonds, and the European Real Estate Market, providing insights for investors.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode