Oaktree Capital Management, L.P.’s Post

In this episode of #TheWeeklyFix, Stephen Fitzsimmons, Institutional Portfolio Manager on the BlueBay U.S. Fixed Income Team, discusses how different data readings over the past week moved #markets, as investors seek clues to future #Fed moves. https://bit.ly/3UMknn0

Oaktree Capital Management, L.P.’s European High Yield Bond PM Madelaine Jones, CFA on investors moving back into High Yield strategies on Bloomberg. Markets currently pricing central bank cuts earliest by 1H24 - would the trend last? Follow for the latest insights and news in Private Credit. #privatecredit #privateequity #goldmansachs #morganstanley #investmentbanking #creditrisk #investing

Why have US equities consistently outperformed other markets? We’re delighted to be joined by Anthony Kingsley, Chief Investment Officer at Findley Park Partners, and co-manager of the firm’s American Fund in our latest episode of “Taking Stock: After the Bell”, where we discuss US equities, their enduring advantages and so much more. Listen here: https://bit.ly/3SCciyS Follow our Taking Stock: After the Bell hosts – Jonathan Raymond CFA and James Hughes. Capital at risk #QuilterCheviot

Hear from Madelaine Jones, CFA, Managing Director and Portfolio Manager at Oaktree Capital Management, L.P., on Tuesday, 8th October at this year's Investment Week Fixed Income Market Focus. The current #credit environment is at a pivotal time for investors as interest rates globally begin to decline. Madelaine will explain the implications of this sea change and why we believe fixed income investing continues to be well positioned today: https://lnkd.in/eSnT8HrB

Keith Black, PhD, CFA, CAIA, FDP, CDAA of RIA Channel sat down with Jay Frank, President and COO of Cantor Fitzgerald Asset Management, at Schwab Impact on October 24 to discuss the macroeconomic environment and the impact to real assets. Jay explores the effects of higher interest rates on real assets and the broader economy, highlighting the potential slowdown in the labor market in Q4 and into next year. He emphasizes that while the multiples that real assets are valued at have declined, outside of multi-tenant office, fundamentals remain healthy which he thinks represents an attractive entry point. Watch the interview here: https://lnkd.in/d-XQrEVt #InvestmentInsights #RealAssets #RealEstate #PrivateCredit #Infrastructure #OpportunityZones #labormarket #investment #AssetManagement #MarketTrends #InvestmentStrategy

Recency bias tempts investors with fleeting gains and overshadows the broader market view. At St. James's Place – Asia & Middle East, we defy this lure as we prioritise disciplined, long-term asset allocation and fundamental analysis. #BehaviouralFinance #Insights

The #privatecredit LPs at our Investor Summit have made it clear: 2024 is going to be an outsized year! Click below to read the Briarcliffe Credit Partners investor survey results.

Our latest note on BlackRock Throgmorton (THRG) looks at manager Dan Whitestone’s view of the captivating valuation opportunities presented by UK equities, which coincides with the country’s improving economic situation and sentiment; factors which seem to have gone unnoticed by investors. We go on to discuss the strong earnings of THRG's underlying holdings, and the trust's recent outperformance and the opportunity from the narrowing of its wide discount. #quoteddata #blackrockthrogmorton #uksmallercompanies #equity

The 2024 Global Market Outlook is only one week away! Don't miss this unique opportunity to gain a competitive edge in your investments and connect with industry leaders. Hear from Jonathan Kozy, a top thought leader in commercial real estate investment strategy from Bank of America, as well as Geoff Woodward and Paul Hughson from Island Capital Group, which specializes in real estate investing, real estate operating businesses, and more. Register now: https://lnkd.in/e5Q3S_MH #CRE #CREEvents #NAIGMO24 #CapitalMarkets #CREInvesting