The Insight by Oaktree Capital

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

Mar 28, 2024
Guest
Armen Panossian
Guest
Robert O’Leary
New co-CEOs of Oaktree, Robert O’Leary and Armen Panossian, share insights on today's investment environment including opportunistic credit, asset-backed finance, Chinese equity market. They discuss risks and opportunities in different asset classes and outlook for real estate and global convertibles in 2023 and 2024.
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Episode notes
1
Introduction
00:00 • 3min
2
Insight into the Landscape of Opportunistic Credit in 2023
03:12 • 2min
3
Navigating Market Challenges and Opportunities in Private Credit
05:18 • 5min
4
Real Estate and Global Convertibles Performance Analysis
10:44 • 5min
5
Educational Disclaimer and Compliance Information
15:54 • 2min