#alternativeinvesting #insightsinfocus | Oaktree Capital Management, L.P.

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Oaktree Capital Management, L.P.’s Post

Oaktree Capital Management, L.P.

295,843 followers

3d Edited

Yields are high but must be preserved by avoiding defaults, particularly as the credit market bifurcates into the "haves" and the "have-nots." ICYMI you can listen to David Rosenberg's full interview with Global Investment Institute here: https://lnkd.in/g9nKGWE9 #AlternativeInvesting #InsightsInFocus

6 Comments

Bob T.

Head of Credit Risk at Hymans Robertson

Is avoiding default really the best strategy for a diversified portfolio? Maybe it could be better to accept defaults while making sure that spreads and recovery rates fully compensate for them.

2 Reactions

Grahame R. Lyons

Founder at Arbutus Partners

“I’m not so much interested in the return ON my money as I am in the return OF my money.”— Will Rogers Keep this in mind when seeking higher yields in credit.

1 Reaction

Luke Mason

Private Equity & Strategic Investments | Cross-Border Capital & Portfolio Strategy

17h

Credit investing is not about chasing yield, it's about surviving cycles.

Christopher Hullman

Full Stack Web Developer | BIT Graduate | 5+ yrs IT Professional exp.

18h

What an inspirational interview

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