
On the Lookout
The Insight by Oaktree Capital
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Navigating Tight Spreads in Private Credit
This chapter explores the challenges and strategies associated with investing in a low spread environment while emphasizing the importance of maintaining credit quality. It covers various lending strategies, asset allocation tactics, and the analysis of high-yield markets, highlighting the balance between seeking attractive yields and managing risk. Discussions include the potential benefits of mezzanine finance and the stability of residential mortgage-backed securities in the current market landscape.
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