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The Insight: Conversations – European Credit at a Turning Point
The Memo by Howard Marks
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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