• Home
  • About
  • Investors
  • Strategies
  • People
  • Insights
  • Careers
  • Contact Us
  • Press
  • Login
  • Login
  • Press
  • Contact Us
  • Careers
  • Home
  • About
  • Investors
  • Strategies
  • People
  • Insights
  • Memos from Howard Marks
  • Oaktree Insights
  • Videos
  • Podcasts
  • Home/
  • Insights

Insights

Subscribe
Oaktree Insights

Memos from Howard Marks

HMmemo-InsightsPage-v2

The Memo: 2020 in Review

Last year featured a jaw-dropping list of extremes, from a once-in-a-century pandemic to record-breaking market moves. Howard Marks writes in his latest memo about approaching the investment environment left in 2020’s wake – one generating many questions and no easy answers.

Read Memo

 Listen to the Memo

View Archive of Memos

Oaktree Insights


Market Commentary
Life Sciences Direct Lending: Just What the Doctor Ordered

Life Sciences Direct Lending: Just What the Doctor Ordered

Life sciences is a high-growth industry with a substantial need for capital. Direct lenders may be able to provide funding while keeping risk under control by mixing scientific know-how with second-level thinking. Oaktree’s latest Insights publication discusses why this may be just what the doctor ordered.

Insights Page- EME 0321

Leaning Toward Value: Emerging Markets Equities After the Pandemic

Emerging markets equities, especially cyclical names, may benefit as investors shift from stocks with sticker-shock prices toward those offering possibly attractive returns, but also the potential for reduced risk. Insights discusses why now may be the time to lean toward value in EM.

PCQ 4Q2020

Performing Credit Quarterly 4Q2020

The fourth-quarter issue of Oaktree’s Performing Credit Quarterly brings together in one place market insights from six of our credit strategies. We reflect on the closing quarter of an extraordinary year and share our thoughts on the opportunities and risks ahead.

More Market Commentary

Special Editions
Commemorating 25 Years of Mastering the Market Cycle

Commemorating 25 Years of Mastering the Market Cycle

We’re pleased to mark Oaktree’s 25-year anniversary with this timeline of key milestones of our firm alongside major events of the global economy.

Risks and Opportunities in EM amid a Global Slowdown

Risks and Opportunities in EM amid a Global Slowdown

How are today’s volatile market environment and a global economic slowdown affecting the emerging markets? What are the risks and opportunities for EM-focused investors? Read Oaktree’s latest Special Edition for perspectives on those questions and more.

How Oaktree Strives to Add Value in Uncertain Times

It’s Not Supposed to be Easy: How Oaktree Strives to Add Value in Uncertain Times

This Special Edition Insights focuses on the myriad ways Oaktree investment professionals seek to add value to investments in today’s uncertain environment.

More Special Editions

Strategy Primers
Investing in Structured Credit

Investing in Structured Credit

In this Oaktree Insights paper, Co-Portfolio Managers Justin Guichard and Brendan Beer, along with Product Specialist Clark Koury, provide an overview of the structured credit asset class. They cover the dynamics and developments of the market segment and highlight what they view as merits of the asset class.
Investing in Mezzanine Debt

Investing in Mezzanine Debt

In this Oaktree Insights paper, Bill Casperson and Raj Makam (Co-Portfolio Managers in the Middle-Market Finance Group) discuss the important role mezzanine capital providers play in growth- and acquisition-related financings in the North American middle market. They also provide an overview of Oaktree's investment strategy and our perspective on the asset class.
insights-re

Investing in Real Estate

In this Oaktree Insights paper, John Brady (Real Estate Portfolio Manager) explores the introductory concepts of real estate investing and provides an overview of Oaktree's investment strategy and our perspective on the asset class.

Videos


About Our Strategies
Real Estate Income

Real Estate Income Strategy

Oaktree’s Real Estate Income strategy seeks to provide stable income, with an emphasis on long-term growth and downside protection. Watch Portfolio Manager Mark Jacobs describe key elements that drive his team’s investment decisions.

Structured Credit Strategy

Structured Credit Strategy

Oaktree’s Structured Credit strategy is grounded in rigorous credit analysis and a strict focus on downside protection. Watch Portfolio Managers Justin Guichard and Brendan Beer describe the cornerstones of our structured credit investing.

Real Estate Debt Strategy

Real Estate Debt Strategy

In this video, Portfolio Manager Justin Guichard describes the cornerstones of Oaktree’s Real Estate Debt strategy, including the primacy of downside protection and a focus on proactive asset management.

More About Our Strategies videos

Conversations with Portfolio Managers
Insights Live: Life Sciences Direct Lending

Insights Live: Life Sciences Direct Lending

Watch the latest installment of Oaktree’s Insights Live series in which Armen Panossian and Danielle Poli discuss the direct lending landscape, including opportunities in the rapidly growing life sciences industry.

Insights Live: Performing Credit Quarterly 4Q2020

Insights Live: Performing Credit Quarterly 4Q2020

Watch the first installment of Oaktree’s Insights Live series in which Armen Panossian and Danielle Poli discuss the latest Performing Credit Quarterly. Armen and Danielle reflect on the extraordinary year 2020 and share their thoughts on the opportunities and risks ahead for performing credit.

Specialization with Armen Panossian

Specialization with Armen Panossian

In this installment of our Conversations with Portfolio Managers series, Co-Chairman Howard Marks and Head of Performing Credit Armen Panossian discuss the importance of specialization that leads to deep asset-specific expertise, a fundamental tenet of Oaktree’s investment philosophy.

More Conversations with Portfolio Managers videos

Our Communities Matter

Our Communities Matter

Our Communities Matter

In 2015, Oaktree commemorated its 20th anniversary by launching a special initiative, Our Communities Matter (OCM), to formalize the Company’s long-standing tradition of supporting our communities. Through this program, Oaktree and its employees are able to dedicate their time and resources to numerous meaningful and much-needed community initiatives across the globe.


Podcasts

Podcast: The Memo by Howard Marks

The Memo by Howard Marks

On October 12, 1990, Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.

  • About
  • Investment Philosophy
  • Business Principles
  • Responsible Investing
  • Our Communities Matter
  • Diversity & Inclusion
  • Investors
  • Institutional Investors
  • Financial Professionals
  • Individual Investors
  • Public Unitholders
  • Strategies
  • Credit
  • Private Equity
  • Real Assets
  • Listed Equities
  • People
  • Senior Executives and Directors
  • Investment Professionals
  • Marketing and Client Relations
  • Corporate
  • Insights
  • Memos from Howard Marks
  • Oaktree Insights
  • Videos
  • Podcasts
  • Brookfield
  • Careers
  • Contact Us
  • Press
  • Login
© 2007-2021 Oaktree Capital Management, L.P. All rights reserved. Securities offered through OCM Investments, LLC (Member FINRA), a subsidiary of Oaktree Capital Management, L.P.
  • Terms and Conditions
  • Privacy Policy
  • Disclosures
  • Form CRS