The Insight: Conversations – European Credit at a Turning Point
The Memo by Howard Marks
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Insights from Fundamental Work and Conversations with Companies in Macroeconomic Context
Oaktree's fundamental approach to investing has provided insights on macro themes. Despite concerns about a recession, the consumer has remained robust with significant cash reserves. However, there have been signs of pullback in leisure and food sectors, and intermediary companies are de-stocking in preparation for potential downturn.
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