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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - December 2023 Edition

TYPEWRITER with Oaktree logo on a piece of paper

In 2023, credit markets have experienced dramatic swings in investor sentiment, unexpected geopolitical events, and the second consecutive year of rising interest rates. In the current installment of The Roundup,1 Oaktree experts consider where opportunities and risks are emerging in various asset classes and what normal may mean in this unsettled environment.

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Authored by: Oaktree Capital Management
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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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