The Insight by Oaktree Capital

Join Armen Panossian, Co-CEO and Head of Performing Credit, and Danielle Poli, Assistant Portfolio Manager for Global Credit, as they delve into the complexities of the U.S. dual economy. They discuss the conflicting economic signals challenging central bankers and investors. With interest rates remaining high, many companies may struggle with weak capital structures. The duo also analyzes the anticipated surge in CMBS issuance and the necessary cautious approach to risk management in a volatile credit landscape.

Join Oaktree co-chairman Howard Marks and Oaktree's Global Credit and Opportunistic Credit teams as they discuss the sea change thesis, trends in high yield bonds and leveraged loans, and key themes in today's restructuring environment during Oaktree's client conference.

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.

Howard Marks, Armen Panossian, and David Rosenberg discuss market uncertainties, economic trends post-2020, LTS's strategic shifts, credit market challenges, the value of patience in investing, and the impact of private debt on credit markets in an insightful and engaging podcast episode.

Oaktree co-chairman Howard Marks recently noted that many investors today are feeling “unusually uncertain” about the future of the economy and financial markets. In the latest Performing Credit Quarterly, Armen Panossian (co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the pockets of risk and opportunity emerging in this environment and the potential implications for credit investors. Plus, we’ve included excerpts from Howard’s recent market update to Oaktree clients.You can read the 1Q2024 PCQ here (https://www.oaktreecapital.com/docs/default-source/default-document-library/pcq-1q2024.pdf?sfvrsn=9bdf5666_3).

What were some of the biggest surprises in credit markets during the first quarter? Why might global convertibles be set for a rebound? And why do many Chinese equities look more attractive today than they did a year ago? In the latest episode of The Insight: Conversations, Robert O’Leary (co-CEO), Armen Panossian (co-CEO), Jean-Pierre Latrille (Portfolio Manager, Global Convertibles), and Janet Wang (Co-Portfolio Manager, Emerging Markets Equities) discuss these and other topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.You can listen to the March 2024 edition of The Roundup in the previous episode in this feed, or read it here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktrees-quarterly-letters-march-2024).

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.

Explore the concept of NAV Finance in private equity, partnership values, and trends in financial tools. Learn about growth projections, COVID-19 impact, and risks in investment strategies. Understand the importance of trust and compliance in the financial industry.

Explore the benefits and growth of NAV finance in the private credit landscape, including liquidity enhancement, risk management strategies, and the projected market size of $145 billion by 2030. Learn how NAV finance can create value, manage portfolios efficiently, and play a crucial role in the next generation of private finance.

Armen Panossian, Danielle Poli, and Wayne Dahl discuss macroeconomic tailwinds turning into headwinds, Goldilocks thinking in the market, opportunities in asset backed finance, risk in the US housing market, market normalization, and the challenge of reading the economy.