Conversations: Defying Gravity with Robert O’...

Bob O’Leary (Co-CEO and Portfolio Manager, Global Opportunities) and Armen Panossian (Co-CEO and Head of Performing Credit) shared their assessment of market dispersion in a recent webcast held for Oaktree clients. They discussed the state of the private and liquid credit markets ...  Show more

Get the latest on the European economic backdrop and the state of its private and liquid credit markets with Nael Khatoun (Portfolio Manager, European Private Debt), Madelaine Jones (Portfolio Manager, European High Yield Bonds and Senior Loans), and Suzana Perić (Co-Head of Sour ...  Show more

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfo ...  Show more

Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations a ...  Show more

If you bank with the one of the giants, you might be helping pad their bottom line.  (00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - Ho ...  Show more

If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's cautious optimism heading into the holidays - North American same-store sales fue ...  Show more