The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

Update: 2024-03-28

Description

In this installment of The Roundup, you’ll learn what Oaktree’s new co-CEOs, Robert O’Leary and Armen Panossian, think about today’s investment environment. You’ll also find insights about opportunistic credit, asset-backed finance, the Chinese equity market, and more.

You can read The Roundup here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktrees-quarterly-letters-march-2024).

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?

2024-10-3043:46

Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien

2024-10-1038:45

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition

2024-09-2616:02

Conversations: The Changing Face of Private Credit at Oaktree Conference 2024

2024-09-1739:37

Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl

2024-08-0836:06

Performing Credit Quarterly 2Q2024: The Dual Economy

2024-07-3041:37

Conversations: Oaktree Conference 2024 Edition

2024-07-0239:14

The Roundup: Top Takeaways from Oaktree Conference 2024

2024-06-2719:44

Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

2024-05-0631:12

Performing Credit Quarterly 1Q2024: Unusually Uncertain

2024-04-3044:19

Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang

2024-04-1142:31

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

2024-03-2818:06

Conversations: NAV Finance 101 with Pierre-Antoine de Selancy

2024-03-0720:14

NAV Finance 101: The Next Generation of Private Credit

2024-03-0714:48

Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl

2024-02-1549:59

Performing Credit Quarterly 4Q2023: The Goldilocks Trap

2024-01-3044:12

Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

2024-01-0435:13

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition

2023-12-1420:44

Conversations: Special Episode with Annie Duke and Howard Marks

2023-12-0651:35

Conversations: Full Return World with Howard Marks and Armen Panossian

2023-11-0231:02

00:00

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

#box-pro-ellipsis-173079603119779{-webkit-line-clamp:2;}The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition