Oaktree's Wayne Dahl on Credit Markets Right Now
Odd Lots
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Navigating the Leveraged Loan Landscape
This chapter explores the current state of the leveraged loan market, examining the risks borrowers face amid rising interest rates and market frothiness. It highlights the growing influence of collateralized loan obligations (CLOs) and the evolving dynamics of private credit, including increased selectivity among investors. Additionally, the chapter reflects on how the recent Federal Reserve actions have shaped investment strategies in the high yield bond market and the implications of current economic signals.
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