The Insight by Oaktree Capital

Oaktree Capital•art19.com

The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today. The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes. And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.

Follow on

Episodes

Conversations: European Credit at a Turning Point

Learn about the current state of European credit and the dramatic changes seen over the last year in this thought-provoking discussion with Armen Panossian (Head of Performing Credit), Madelaine Jones (Portfolio Manager, European Senior Loans and European High Yield Bonds), and Nael Khatoun (Head of European Private Debt).  They consider the challenges created by the end of the easy money era, risks posed by geopolitics and artificial intelligence, and the quality advantage that exists in E...

Sep 07, 2023•42 min•Ep. 8

Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly .  They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wrong about today’s CLO market.

Aug 08, 2023•34 min•Ep. 7

Performing Credit Quarterly 2Q2023: Fighting The Fed

The U.S. economy continues to send mixed messages – but that may be because the Biden administration’s desire to keep the economy churning has clashed with the Federal Reserve’s interest in throwing sand in the gears. In Oaktree’s latest Performing Credit Quarterly , Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the implications for investors, including why this tug-of-war may cause interest rates to remain higher for long...

Jul 27, 2023•43 min•Ep. 6

Conversations: This Time Might Be Different with Howard Marks and David Rosenberg

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup . They consider the evolution of the high yield bond market, investor optimism and why this time might actually be different in financial markets.

Jun 27, 2023•34 min•Ep. 5

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition

Oaktree believes the investment environment may be undergoing a dramatic change, not simply a cyclical fluctuation. In the current installment of The Roundup, Oaktree portfolio managers explore the changes we’re already seeing in credit markets and consider what may lie ahead. What catalysts might widen the distressed liquid credit universe? How is the life sciences direct lending landscape evolving? How can real estate debt investors take advantage of the trends reshaping the mar...

Jun 21, 2023•23 min•Ep. 4

Conversations: Cutting Through the Economic Noise with Wayne Dahl

Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this means for credit investors trying to make sense of today’s noisy data.

May 25, 2023•35 min•Ep. 3

Performing Credit Quarterly 1Q2023: Flight Risk

When a period of easy money comes to an abrupt end, simmering risks typically erupt, as we recently saw in the banking sector. Armen Panossian (Head of Performing Credit) and Danielle Poli (Head of the Product Specialist Group) explain why they believe more pockets of stress will likely burst as credit conditions tighten – and why this will benefit bargain hunters. You can read the 1Q2023 PCQ here (https://www.oaktreecapital.com/docs/default-source/default-document-library/performing-credit...

Apr 20, 2023•38 min•Ep. 2

Conversations: Performing Credit Quarterly 1Q2023

In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly , including the potential ramifications of the recent banking turmoil, opportunities in private credit, and a possible rise in distress. As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank .

Apr 20, 2023•36 min•Ep. 1

Introducing The Insight by Oaktree Capital

Welcome to The Insight by Oaktree Capital

Mar 21, 2023•1 min

← Prev

For the best experience, listen in Metacast app for iOS or Android

Open in Metacast