The Insight by Oaktree Capital

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

Sep 26, 2024
The Federal Reserve's recent interest rate cut has shifted market dynamics, affecting corporate credit significantly. Experts discuss the growing divide between stable firms and those crippled by debt. Liability management exercises are on the rise as companies aim to restructure without bankruptcy, creating unique investment opportunities. Additionally, demographic changes are sparking real estate market potential, revealing fresh avenues for investors to explore amidst current challenges.
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