
On the Lookout
The Insight by Oaktree Capital
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Navigating Today's Economic Landscape
This chapter explores current economic challenges, including rising car repossession rates indicating financial stress for lower-income consumers. It discusses equity valuations and the disparity between high-performing tech companies and traditional sectors, alongside trends in private equity and credit markets amid high interest rates. Additionally, it emphasizes the growing interest in European direct lending and the opportunities for alternative lenders in a shifting financial environment.
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