Oaktree Insights

Market Commentary

Global Opportunity Knocks: The Evolution of Distressed Investing

Oaktree has been closely associated with distressed investing for almost three decades. But we now believe the term is too narrow to describe what has become an expansive style spanning continents and investment areas. Bruce Karsh, Robert O’Leary and Pedro Urquidi – the leaders of the Global Opportunities team – discuss the transformation of the distressed opportunities universe and the changing face of Oaktree’s flagship platform.

Performing Credit Quarterly 3Q2021

Transitory or persistent? Oaktree’s latest Performing Credit Quarterly explores the inflation debate. No one knows how long inflation will remain elevated. But objectively considering arguments on both sides may help credit investors better understand today’s markets and the opportunities this uncertain environment could create.

Food and Beverage Investment: Finding the Special (Situations) Sauce

Executing complex investments in the food and beverage industry can be like cooking a complicated meal: it requires sourcing, preparation, technique and, above all, experience. Oaktree experts discuss this evolving industry and the “special sauce” investors might use to potentially capitalize on opportunities in today’s uncertain environment.

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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

Direct Lending: Benefits, Risks and Opportunities

Direct lending has grown dramatically in the past decade, providing funding to middle-market companies and offering investors the potential for attractive returns with significant downside protection. In the latest Insights piece, Oaktree experts break down the benefits, risks and opportunities in this dynamic area.

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.

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