Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
The Insight by Oaktree Capital
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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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