The Roundup by Howard Marks and Oaktree Capital Management, the quarterly must read if you work in credit

Source : https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktree-s-quarterly-letters-december-2024-edition

Description : High-income assets will likely benefit, but investors should avoid complacency, particularly given the unpredictability of macroeconomic factors. In the current installment of The Roundup,1 Oaktree experts examine the risks and opportunities in various asset classes.