Why Credit Conditions Have Actually Eased Over Past Year | Oaktree’s Wayne Dahl on High-Yield Bonds, Leveraged Loans, Private Credit, and the Recession Yet To Arrive
Forward Guidance
Navigating Risks and Opportunities in Credit Markets
This chapter explores the intricacies of the credit market, highlighting both risks and investment opportunities across subsectors like commercial real estate and specialty retail. It emphasizes the need for in-depth research to pinpoint positive trends that can lead to attractive yields, particularly in growth areas like data centers.
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