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Memos From Howard Marks: What’s Going on in Private Credit?Timely insights and global perspective to help navigate markets and prepare for what’s next.
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Learn MoreDispersion in asset performance continues to reshape the credit markets, with increasingly distinct pockets of winners and losers. In this piece, Oaktree’s co-CEOs Robert O’Leary and Armen Panossian identify key themes characterizing this dynamic, including the recent software sell-off, the struggles of the lowest-rated credits, and the ongoing disparity in restructuring outcomes.
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