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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition

The Insight by Oaktree Capital

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Comparative Valuation of International and Domestic Equity Markets

This chapter analyzes the valuation metrics of the MSCI EAFE index in comparison to the S&P 500, noting that the price-to-earnings ratio of the former is about half that of the latter. It underscores the need to understand these indexes in the context of international equity markets while providing important disclaimers about the podcast's content.

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