Performing Credit Quarterly 2Q2023: Fighting The Fed
The Insight by Oaktree Capital
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Convertible Bond Market Conditions in 2Q2023
weak capital flows and market volatility may create compelling EM price dislocations. Active management could be beneficial in this challenging environment. Extensive credit analysis may enable investors to identify securities that offer attractive, risk-adjusted return potential. Companies that can generate consistent cash flow may be well positioned in an environment where access to US dollar financing is limited.
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