In the first edition of a new Insights series, we’ve compiled a collection of thought-provoking ideas about asset classes, industries and the economy at large derived from Oaktree Portfolio Managers’ latest quarterly letters to clients. Topics range from bullish and bearish economic forces to the shifting tides in emerging markets equities. As a bonus, we’ve included an excerpt from Oaktree Co-Chairman Howard Marks’s 2021 year-end letter to clients.
Created by Tan KW | Jun 26, 2024
Created by Tan KW | May 05, 2024
Created by Tan KW | Apr 17, 2024
Created by Tan KW | Jan 30, 2024