Videos

Oaktree Insights

Market Commentary

Rising Risks Call for a Tactical Approach to Global Credit Investing

In this Insights publication we observe the conflicting stories of today’s global economy and financial markets. We also present three potential economic scenarios with an eye toward better assessing where we are in the cycle and preparing for what might unfold.

Structured Credit: Then vs. Now

The association of structured credit with securitized products that helped finance the housing bubble in the 2000s made many investors uncomfortable with the asset class altogether. This Insights publication aims to show that the asset class has seen significant transformation since the Global Financial Crisis, with notable changes in regulation and market characteristics.

Are There Still Winners in a Maturing Real Estate Cycle?

Oaktree’s latest Insights examines current global market dynamics and three areas of real estate investing that we see as compelling in today’s environment: commercial real estate in “high-growth” markets, “special situations” in Europe and Asia, and distressed assets.

Special Editions

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.

Surviving and Thriving in an Era of ‘Lower for Longer’

This Special Edition Insights relays a panel discussion between a group of investment professionals about investing in a prolonged low-interest rate environment.

Investing in Credit Today

This Special Edition Insights relays a panel discussion between a group of investment professionals about investing in credit.

More Special Editions

Strategy Primers

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

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.

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.