Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
The Insight by Oaktree Capital
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The Benefits of Allocating Across Asset Classes
The first senior loans offer larger coupons today than high yield bonds. And the spread is actually the widest that it's been in about 15 years. There should be continued opportunities to exploit relative value differences between high yield bonds and senior loans, as well as other asset classes. We're also looking at ratings comparisons across different asset classes.
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