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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
The Insight by Oaktree Capital
Introduction
Experts discuss the market outlook and the concept of 'normal' in terms of interest rates and inflation, reflecting on past struggles and addressing the surge in inflation in 2021 and 2022. They highlight the implications for investors in 2024 and why a return to pre-pandemic interest rates is unlikely.
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