Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
The Insight by Oaktree Capital
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.
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