The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today. The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes. And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.
Shifting interest rate expectations and rising government bond yields are fundamentally reshaping the landscape for global credit markets. Wayne Dahl, co-portfolio manager for Oaktree's Global Credit Strategy, attributes this volatility to persistent inflation and increased capital demand driven by massive AI-related c...
Oaktree Conference 2026 is examined through clips and commentary from Oaktree co-founder Howard Marks, focusing on credit market evolution and investment strategies. Armen Panosian’s insights into the evolution of private and liquid credit markets are explored, alongside Marks' recounting of the initial aversion to hig...
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