TCW and Oaktree CEOs on the Challenges Facing Credit
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- เผยแพร่เมื่อ 24 มิ.ย. 2024
- Katie Koch, President & CEO, The TCW Group and Robert O’Leary, Co-CEO & Portfolio Manager, Oaktree Capital discuss their macro outlooks and the challenges facing credit with Bloomberg’s Lisa Abramowicz at the Bloomberg Invest conference in New York.
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Fascinating conversation and depth of perspectives on credit.
Who is that Bob fella seems like a real stud
I’d be more than cautious of private credit now that everyone is promoting it . We are definitely late cycle and we are keeping our fingers crossed that the debt we own is acquired or refinanced. It was amazing getting 8-10 points in 22/23 but the easiest money is already made.
That catalyst took place in 2022 when you had a 25% melt down in your credit portfolio!
"Private" money has a different hedge built into the new fascistic policies implied by public private partnerships.
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No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
Her name is Angela Lynn Schilling’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
“Where are we in this credit cycle?” - stupid question