The Insight by Oaktree Capital cover image

Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

The Insight by Oaktree Capital

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner