The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – September 2023 Edition The Insight By Oaktree Capital podcast

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MBA Trading Business Anna Szymanski Oaktree Capital

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

1y ago 19:22

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Indhold leveret af Anna Szymanski and Oaktree Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Anna Szymanski and Oaktree Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

We may be in the first act of what could be a long drama unfolding across markets, as companies face the prospect of higher-for-longer borrowing costs and investors adjust to a new environment in which rigorous credit analysis, not inexpensive debt, will likely be the key to generating superior returns. In the current installment of The Roundup, Oaktree portfolio managers look beyond headline numbers and economic noise to identify the trends reshaping opportunity sets today.

You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/september-2023-edition-roundup.pdf).

… continue reading

33 episoder

#MBA #Trading #Business #Anna Szymanski #Oaktree Capital

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

The Insight by Oaktree Capital

16 subscribers

published 1y ago

Del

MP3•Episode hjem

Indhold leveret af Anna Szymanski and Oaktree Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Anna Szymanski and Oaktree Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

We may be in the first act of what could be a long drama unfolding across markets, as companies face the prospect of higher-for-longer borrowing costs and investors adjust to a new environment in which rigorous credit analysis, not inexpensive debt, will likely be the key to generating superior returns. In the current installment of The Roundup, Oaktree portfolio managers look beyond headline numbers and economic noise to identify the trends reshaping opportunity sets today.

You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/september-2023-edition-roundup.pdf).

… continue reading

33 episoder

#MBA #Trading #Business #Anna Szymanski #Oaktree Capital

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