Opinion

The New York-based manager is aiming for growth – and the real estate credit capabilities of Oaktree are critical to that initiative.

Spread compression, the First Brands bankruptcy and geopolitical risk were among the talking points at our annual gathering in Munich.

Talk has been growing louder about capital migrating away from the US and the rise of private credit secondaries. Evidence for both has emerged in our latest research.

Why the ‘good’ vs ‘bad’ PIK debate is also about junior capital vs senior debt.

It is more in credit GPs’ interests to actively pursue liquidity than remain passive with tail-end portfolios.

Still popular and going strong, but various forces are building that could test private credit’s famed resilience.

A rise in ventures targeting programs of less than $100m a loan should be viewed as a barometer for broader commercial real estate financing markets.

With Fannie Mae and Freddie Mac potentially in line to lose their grip on the US residential mortgage market, might SWFs be among those filling a financing gap?

While unfair criticisms persist, reasonable questions remain about preventing problem assets being dumped on retail investors.

Seen by some as a useful liquidity tool and by others as a disguiser of stress, payment-in-kind has become one of today’s big talking points.