• 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
    • Market Commentary
    • Special Editions
    • Strategy Primers
  • Videos
  • Podcasts
  • Home/
  • Insights/
  • Oaktree Insights

Oaktree Insights

Subscribe

Market Commentary

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.

The Case for Private Debt in Real Estate Investing

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

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.

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.

 
  • 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