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7min chapter
Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
The Insight by Oaktree Capital
Navigating Credit Market Returns
This chapter explores the current landscape of returns in the credit market amid rising interest rates, with a focus on income generation as a key driver. It highlights the performance of sub-investment grade credit, the importance of evaluating yield and spread, and the risks associated with high yields, emphasizing the need for diligent credit research.
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