Keeping Composed
The Insight by Oaktree Capital
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Navigating the European Credit Landscape
This chapter explores the critical role of relationships in investing, particularly in the evolving European credit market. It highlights the challenges and opportunities presented by geopolitical tensions, the growth of high-yield bonds, and the rise of private credit, emphasizing a cautious yet stable investment environment. The discussion also addresses the impact of recent economic shifts and fiscal policies on credit investments, focusing on strategies and asset allocations in this landscape.
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