
Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
The Insight by Oaktree Capital
The Recent Performance Credit Quarterly: What Readers Should Know
Over the last 40 years, we've seen a nearly 2,000 basis point reduction in rates. It's hard to see that happening in the near term because higher rates also imply less availability of capital. The winners and the losers may take some time to show themselves.
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