Oaktree Insights

Market Commentary

The Case for Private Debt in Real Estate Investing

In today’s world of low yields, high asset prices and high uncertainty, private real estate markets may provide relative value compared with other areas of the credit market. Our latest Insights publication discusses this in more detail.

Getting Through the Matrix: Staying Disciplined in an Evolving High Yield Bond Market

Read our latest Insights publication to see what Oaktree’s high yield bond investing teams think about the current market environment and how we are positioning our portfolios for the near term.

Performing Credit Quarterly 3Q2020

The third-quarter edition of Oaktree’s Performing Credit Quarterly series brings together market insights from six of our credit strategies all in one place. Get our latest take on the credit market and the opportunities and risks we see as we move toward the end of 2020.

More Market Commentary

Special Editions

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

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.

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.

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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.