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The Next Stage of the Credit Cycle with Oaktree’s Poli

Odd Lots

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Navigating the Credit Market Landscape

This chapter examines the current credit market, noting an unexpected stability in defaults amid rising interest rates and the diverse funding options available to businesses. Featuring insights from a guest at Oaktree, the discussion covers investment strategies, the significance of market trends, and the resilience of credit spreads. It also delves into the implications of potential rate cuts and the specific challenges faced in sectors like real estate, highlighting adaptive strategies for navigating market volatility.

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