Market
Memos from Howard Marks: Shall We Repeal the Laws of Economics?The Federal Reserve’s highly telegraphed interest rate cut in September has created a new market dynamic: interest rates are set to moderate, but perhaps not enough to help many companies still facing extraordinary debt burdens. In the current installment of The Roundup, Oaktree experts, including Oaktree co-CEO Robert O’Leary, explore various topics related to the evolving investment landscape, including the increasing prevalence of liability management exercises, demographic shifts creating opportunities in the real estate market, and much more.
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