
Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
The Insight by Oaktree Capital
CLO Equity Investors Should Consider a Market Dislocation
In mid-July 2023, we're in the midst of another credit market rally. So how do you think a CLO equity investor should consider a market dislocation? You want to be investing with a manager who has a long proven track record across cycles successfully managing credit. And going back to the arbitrage opportunity, we continue to see an opportunity to invest in a portfolio of loans with high cash flow.
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