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The Insight: Conversations - Oaktree Conference 2024 Edition

The Memo by Howard Marks

NOTE

Analyzing Strategies and Allocating Resources in the Evolving Credit Landscape

Investment strategies that were successful during declining rate periods may not perform well in the future due to significant changes in the investment landscape. It is crucial to reevaluate allocation to credit in response to these changes. The panel discussion highlights the importance of finding relative value in the current market environment, with experts discussing where to invest incremental dollars in high yield. The evolving credit landscape requires a strategic approach to resource allocation to adapt to the new investment dynamics.

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