The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

35 Minuten

Beschreibung

vor 1 Jahr

What is a “normal” investment environment? What might a recession
in 2024 mean for liquid credit? What’s happening in life
sciences lending today? Find out by listening to the latest
episode of The Insight: Conversations with Howard Marks
(Co-Chairman), David Rosenberg (Co-Portfolio Manager, Global
Credit), and Aman Kumar (Co-Portfolio Manager, Life Sciences
Lending). They discuss topics from the December edition of
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters and
consider what investors should focus on as we enter 2024 – and
what remains unknowable.

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