Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
The Insight by Oaktree Capital
00:00
Prioritize Security Selection for Portfolio Benefit
Fixed rate exposure or adding fixed rate exposure by the end of the year can benefit a portfolio. While asset allocation influences performance, the most significant driver is likely to be security selection to avoid defaults in various scenarios.
Play episode from 23:17
Transcript
