Performing Credit Quarterly 1Q2023: Flight Risk
The Insight by Oaktree Capital
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Where Are Oak Tree Experts Finding Potential Risks, Opportunities, and Relative Value Today?
The panic surrounding the SBB collapse appears to have shaken this belief, and made investors recalibrate their macroeconomic expectations. The crisis of confidence in the banking system may expand opportunities in private credit. While we aren't predicting that a severe recession or another banking failure are imminent, we think it highly likely that market volatility will continue.
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