Insights Live: Performing Credit Quarterly 2Q2021
Navigating today’s uncertain market environment requires flexibility, especially the freedom to invest in both liquid and illiquid credit. In the latest installment of our Insights Live video series, Danielle Poli discusses the illiquid side of this equation with Raj Makam (Direct Lending) and Milwood Hobbs, Jr. (North American Sourcing & Origination). They review the benefits and lesser-known risks of direct lending and ask whether the pandemic taught investors the wrong lessons.
Is Anything on Sale? Discussing Today’s Global Credit Markets
Is anything on sale? Some of Oaktree’s top global credit experts recently sat down to discuss where they believe they’re finding value in sub-investment-grade asset classes. This Insights video provides highlights from this event led by Oaktree Co-Chairman and Chief Investment Officer Bruce Karsh.
Insights Live: Performing Credit Quarterly 1Q2021
Watch the latest installment of Oaktree’s Insights Live series in which Danielle Poli, Julio Herrera, Jean-Pierre Latrille and Petar Raketic discuss key first-quarter topics – like volatile interest rates, sky-high issuance levels and the specter of inflation.
Insights Live: Life Sciences Direct Lending
Watch the latest installment of Oaktree’s Insights Live series in which Armen Panossian and Danielle Poli discuss the direct lending landscape, including opportunities in the rapidly growing life sciences industry.
Insights Live: Performing Credit Quarterly 4Q2020
Watch the first installment of Oaktree’s Insights Live series in which Armen Panossian and Danielle Poli discuss the latest Performing Credit Quarterly. Armen and Danielle reflect on the extraordinary year 2020 and share their thoughts on the opportunities and risks ahead for performing credit.
Specialization with Armen Panossian
In this installment of our Conversations with Portfolio Managers series, Co-Chairman Howard Marks and Head of Performing Credit Armen Panossian discuss the importance of specialization that leads to deep asset-specific expertise, a fundamental tenet of Oaktree’s investment philosophy.
Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll
Co-Chairman Howard Marks is joined by Julio Herrera (Emerging Markets Debt, Emerging Markets Debt Total Return), Pedro Urquidi (Distressed Debt), and Frank Carroll (Emerging Markets Equities) for a roundtable discussion on the emerging markets. Watch the video for their perspectives on the overall EM environment and their approach to disciplined investing during these volatile times.
Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard
Co-Chairman Howard Marks is joined by Armen Panossian (Strategic Credit), Madelaine Jones (European High Yield Bonds, European Senior Loans) and Justin Guichard (Real Estate Debt, Structured Credit) to discuss today's credit markets, technical conditions, relative value considerations, and potential areas of opportunity.
Cycles with Howard Marks, Julio Herrera, Jordon Kruse and Robert O’Leary
In the next installment of our Conversations with Portfolio Managers video series, Co-Chairman Howard Marks discusses the import of cycles with Julio Herrera (Emerging Markets Opportunities, Emerging Markets Debt Total Return), Jordon Kruse (Special Situations) and Robert O'Leary (Distressed Opportunities) on the back of the launch of his New York Times bestseller, Mastering the Market Cycle: Getting the Odds on Your Side.
Risk Management Introduction with Howard Marks
Since our firm’s inception in 1995, one of the core tenants of our investment philosophy has been the primacy of risk control. Hear Howard Marks introduce conversations he had with portfolio managers Ian Schapiro (Power Opportunities, Infrastructure Investing) and Raj Makam (U.S. Private Debt, Middle-Market Finance Group) on the topic of risk.
Risk Management with Ian Schapiro
Listen to Howard Marks talk with portfolio manager Ian Schapiro to understand how we think about and actively manage risk within the Power Opportunities strategy.
Risk Management with Raj Makam
Listen to Howard Marks talk with portfolio manager Raj Makam to understand how we think about and actively manage risk when investing in mezzanine debt.