The Insight by Oaktree Capital cover image

Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl

The Insight by Oaktree Capital

00:00

Normalization of the market and impact of COVID-induced relocations on housing

The chapter discusses the potential normalization of the market and the impact of COVID-induced relocations on housing. It highlights the importance of multi-asset managers considering higher interest rates and tactically allocating among fixed and floating rate assets. The emphasis is on security selection to avoid defaults.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app