Source : https://www.oaktreecapital.com/insights/memo/nobody-knows-yet-again Description : On Monday, September 15, 2008, shortly after the close of the New York Stock Exchange, Lehman Brothers surprised the world by filing for bankruptcy. This…
The Roundup by Howard Marks and Oaktree Capital Management, the quarterly must read if you work in credit
Source : https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktree-s-quarterly-letters-december-2024-edition Description : High-income assets will likely benefit, but investors should avoid complacency, particularly given the unpredictability of macroeconomic factors. In the current installment of The Roundup,1 Oaktree experts examine…