The Insight by Oaktree Capital
The Roundup: Top Takeaways from Oaktree Conference 2024
Jun 27, 2024
Howard Marks, Robert O'Leary, and Armen Panossian from Oaktree discuss the next frontier of private credit, dislocation in India's corporate debt markets, and the once-in-a-generation opportunity in commercial real estate at Oaktree Conference 2024.
19:44
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Quick takeaways
- Private credit is the next frontier for alternative lenders amid shrinking bank financing activities.
- India's credit markets offer significant opportunities for private debt investors post-regulatory changes and banking challenges.
Deep dives
Market Outlook and Investment Environment
Howard Marks highlights the impact of the investment environment and the starting point for investments on success. He emphasizes the need for investors to adapt to changing environments and not expect the same results as before. Marks suggests that the fixed income investing landscape may offer better risk-return terms compared to equity, with competitive yields matching historical equity returns.
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