Oaktree Sees Private Credit Stress as Excitement Grows
The Credit Edge by Bloomberg Intelligence
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Exploring Opportunities and Risks in Credit Markets
This chapter delves into the excitement surrounding private credit and securitized credit compared to vanilla bonds, focusing on the CLO market and investment opportunities created by spread widening. It discusses the attractiveness of residential and commercial real estate investments, the challenges in risk management across different credit markets, and potential impacts of political volatility on credit markets. Emphasis is placed on diversification, credit quality analysis, and the importance of income generation in navigating the complexities of credit markets.
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