Brookfield Oaktree Wealth Solutions’ Post

We were delighted to host our clients and partners in Sydney and Melbourne for exclusive sessions with Oaktree Co-Founder and Co-Chairman, Howard Marks, who shared his thoughts around his Sea Change thesis. As Howard noted, the end of the low-rate environment of the last several years marks a fundamental shift in the markets with enormous implications for investors. You can watch Howard discussing Sea Change at Oaktree Capital Management, L.P. Conference 2024 in Los Angeles here: https://lnkd.in/dKj6cm5a

Danielle Poli, CAIA, Co-Portfolio Manager of Oaktree’s Diversified Income Fund, joined Michael Sidgmore and Phil Huber, CFA, CFP® at this year’s Future Proof conference in Huntington Beach to discuss opportunities in credit for RIAs and their clients. The event gathered over 4,800 attendees across three days, delivering content to help financial advisors thrive in an ever-evolving financial landscape. 

Whether you're just getting started or looking to expand your knowledge, #TheAltsInstitute is here to guide you every step of the way. We're committed to providing #financialadvisors valuable resources, expert insights, and up-to-date trends to help confidently navigate the world of #alternativeinvestments. Why follow us? - Exclusive Content: Access to in-depth articles, white papers and best practices. - Best Practices: Engage with like-minded professionals and exchange ideas. - Expert Webinars: Learn directly from industry leaders in our interactive sessions. Follow #BrookfieldOaktreeWealthSolutions. #AlternativeInvesting #TheAltsInstitute #Investing #InvestmentStrategy #PrivateMarkets

Follow us for new insights on how to engage #investors on #alternatives from #TheAltsInstitute Alternative Investing Survey. Coming soon!

While no one can perfectly time the bottom, you can set up a strong position for the rebound. Today’s #realestate environment offers the opportunity to acquire assets at an attractive basis. With recent guidance from the Federal Reserve that interest rates are poised to decline, we are optimistic this is a pivotal time for allocating to real estate and could offer potentially significant upside for investors. See our latest insight, Positioning for the Rebound, to learn more and follow us for more exclusive content: https://lnkd.in/e2zazVYU

In today's dynamic macroeconomic and political climate, market fluctuations have become more prominent. This scenario underscores the importance of portfolio diversification and bolsters the case for #alternatives. Alternative investments can enhance portfolio resilience and create growth opportunities, even in uncertain markets.   Read our Q3 Alts Quarterly where we discuss the outlook for #privatecredit, #infrastructure and #realestate: https://lnkd.in/eJaPEwDD

Howard Marks opened Oaktree Conference 2024 in Los Angeles with a deep dive into his sea change thesis, exploring the broad implications for the investment world. You can now watch an excerpt of this talk: https://lnkd.in/dKj6cm5a

From 2023 through the first half of 2024, equity markets have risen steadily. As a result of this strong rally, the equity risk premium—the expected excess return that compensates investors for the risk of investing in equities—hasn't been this unfavorable since 2001. Read more to understand the competitive relative value that credit investments offer in today's market environment: https://lnkd.in/e63xF2Ha