Oaktree Capital Management related stories
All articles and analysis
BlackRock raids Wellington for US insurance strategy headThe move by the asset management giant, which has around $37bn of private debt investments and $603bn in insurance AUM, reflects a global trend among GPs.
Fundraising’s fragile green shootsInvestor sentiment around private debt has proved determinedly positive, but funds have been finding the capital-raising environment tough. Did a surge in Q1 mean a corner has been turned?
Signs hint at emerging distressThere are growing indications of a new cycle in the credit market as pressure on borrowers grows and default rates rise.
Oaktree’s $16bn for a challenged marketMacroeconomic and geopolitical volatility is the backdrop for the fund manager’s fundraising haul. Are we now in an era of sustainable distressed dealflow?
The uneasy relationship between banks and fundsIn some areas they co-operate but, in others, competition is increasing. Traditional and alternative lenders walk a fine line between friendship and enmity.
‘Secular change’ tough for some but the outlook’s brightGiven the shock of the new rate environment, some borrowers will experience problems, according to Howard Marks. He thinks talk of systemic risk is exaggerated though.
- Oaktree's Marks sees a secular change in the investing backdrop
The 'oracle of credit investing' rates the Fed, the banking system and private credit, and discusses interest rates and the upside of excesses.
Oaktree’s Marks: ‘isolated issues’ but no systemic riskThe industry veteran doesn’t believe private credit will bring down the system, but some managers will struggle in a higher-rate environment, he told attendees at PEI Group’s NEXUS 2024 summit.
More Japanese LPs are betting on redAn expanding pool of Japanese investors have conviction in high-risk distress – a significant development for the country’s LP base.
The strategies embracing tough timesThose present at the PDI Europe Summit heard how Europe is catching up with the US when it comes to distressed opportunities.