Uploaded April 2025 | Updated September 2026, 2 weeks ago
What do elevated interest rates mean for private equity? Why is demand for junior capital solutions growing? What is the impact of the current supply/demand imbalance in asset-backed finance? In the latest episode of The Insight: Conversations, Matt Wilson (Co-Portfolio Manager, Special Situations), Christina Lee (Co-Portfolio Manager, U.S. Private Debt), and Jennifer Marques (Head of Strategy and Structuring, Structured Credit) discuss topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.
What do elevated interest rates mean for private equity? Why is demand for junior capital solutions growing? What is the impact of the current supply/demand imbalance in asset-backed finance? In the latest episode of The Insight: Conversations, Matt Wilson (Co-Portfolio Manager, Special Situations), Christina Lee (Co-Portfolio Manager, U.S. Private Debt), and Jennifer Marques (Head of Strategy and Structuring, Structured Credit) discuss topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.
