The Insight: Conversations - Oaktree Conference 2024 Edition
The Memo by Howard Marks
Navigating the Changing Investment Landscape
The chapter explores the current investment climate in high yield bonds and senior loans, discussing factors like attractive yields, default rates, and quality of assets. Experts from Oaktree engage in a debate on relative value in the market, emphasizing the importance of income generation and credit picking in the face of potential defaults and evolving market dynamics.
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