The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition
The Insight by Oaktree Capital
Optimism in the Stock Market
The sideways or range-bound market tells me investors possess a good amount of optimism, despite the worries that have arisen. In most below investment-grade asset classes, yields are now high enough to meet institutional investors 7 or 8% return targets. For example, US and European high-yield bonds currently offer average yields near 9%, roughly twice the level available at end of 2021.
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