The Insight by Oaktree Capital The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
5 snips
Dec 14, 2023 Experts discuss the market outlook and the concept of 'normal' in terms of interest rates and inflation, analyzing the impact of reducing inflation rates and the possibility of a recession. They explore opportunities in alternative financing and the revival of the biotech M&A market. The volatility and opportunities in emerging market debt are also analyzed. Important insights from Oaktree Capital's quarterly letters are highlighted.
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Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Investment Environment in 2024 and Beyond
02:26 • 12min
Opportunities in Alternative Financing and Revival of the Biotech M&A Market
14:09 • 2min
Analysing the Volatility and Opportunities in Emerging Market Debt
16:11 • 3min
Insights from Oaktree Capital's Quarterly Letters - December 2023 Edition
18:59 • 2min