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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition
Manage episode 455156738 series 3475814
Amid a strong U.S. economy and potentially inflationary policies from the incoming administration, yields may remain higher for longer. High-income assets will likely benefit, but investors should avoid complacency, particularly given the unpredictability of macroeconomic factors. In the current installment of The Roundup, Oaktree experts examine the risks and opportunities in various asset classes, from financing solutions for life sciences companies and signs of stabilizing real estate valuations to the implications of China’s stimulus measures and the recent surge in convertible bond issuance.
You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/december-2024-edition-roundup.pdf?sfvrsn=c6d95466_5).
34 epizódok
Manage episode 455156738 series 3475814
Amid a strong U.S. economy and potentially inflationary policies from the incoming administration, yields may remain higher for longer. High-income assets will likely benefit, but investors should avoid complacency, particularly given the unpredictability of macroeconomic factors. In the current installment of The Roundup, Oaktree experts examine the risks and opportunities in various asset classes, from financing solutions for life sciences companies and signs of stabilizing real estate valuations to the implications of China’s stimulus measures and the recent surge in convertible bond issuance.
You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/december-2024-edition-roundup.pdf?sfvrsn=c6d95466_5).
34 epizódok
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