Brookfield Asset Management, Oaktree Capital Management -Wed, 10/11/2023 - 16:26

Further Thoughts on Sea Change

In May, I wrote a follow-up memo to Sea Change (December 2022) that was shared exclusively with Oaktree clients. In Further Thoughts on Sea Change, I argued that the trends I had highlighted in the original memo collectively represented a sweeping alteration of the investment environment that called for significant capital reallocation. This memo was originally sent to Oaktree clients on May 30, 2023.¹

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Authored by: Oaktree Capital Management
Authored on: Wed, 10/11/2023 - 16:26

Brookfield

Brookfield Asset Management is a leading global alternative asset manager with approximately $1 trillion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles.

Roger Kramer
Managing Director, Insurance Strategist
roger.kramer@brookfield.com
+1.646.774.3472

https://www.brookfield.com/
250 Vesey Street, 14th Fl. New York, NY 10281

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