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The U.S. economic recovery is slowing, inflation is rising, and concerns about China’s property sector are escalating. In the latest video in Oaktree’s Insights Live series, Danielle Poli discusses these risks and many others with David Rosenberg (Global Credit, High Yield Bonds), and Wayne Dahl (Portfolio Construction & Risk Management). While they caution against complacency, they also explain why it’s not all doom and gloom for credit investors today.
Insights Live: Performing Credit Quarterly 3Q2021
The U.S. economic recovery is slowing, inflation is rising, and concerns about China’s property sector are escalating. In the latest video in Oaktree’s Insights Live series, Danielle Poli discusses these risks and many others with David Rosenberg (Global Credit, High Yield Bonds), and Wayne Dahl (Portfolio Construction & Risk Management). While they caution against complacency, they also explain why it’s not all doom and gloom for credit investors today.