The next generation of credit
Today’s credit opportunity set extends across opportunistic, real assets, asset-backed finance and corporate performing credit. We believe the most attractive opportunities can be uncovered through specialized expertise, proprietary access and a disciplined investment approach.
Brookfield and Oaktree partnership
Brookfield and Oaktree have come together to form one of the largest integrated credit platforms in the industry.
In a conversation with Barron’s, leaders Bruce Flatt and Howard Marks discuss their long-stranding partnership and their credit market outlooks.
Four themes shaping today’s private credit market
Secular shift in lending has been decades in the making
As the secular shift in the lending market unfolds, banks are focused on keeping their balance sheets efficient and light, while borrowers seek certainty and speed of execution.
Evolution of the asset class has precedent
The evolution of private credit mirrors the path seen in early days of public markets, where initial beta strategies laid the foundation for a broader set of differentiated opportunities.
Risk and market volatility create opportunities
Volatility is an important aspect of credit investing, creating both the risks investors must manage and the opportunities to buy or sell credit at attractive levels.
Risk management is paramount
The question is not whether there are risks but rather how risks are managed. Emphasis on underwriting discipline and risk control impact execution quality.
Top insights
Dispersion revisited
Private credit: Beyond direct lending
Eight big questions about private credit
Real estate credit’s consistency shines in a turbulent market
What’s going on in private credit?
In his latest memo, Howard Marks, Brookfield Investment Solutions Group Chair and Oaktree Co-Founder, discusses the evolution of the sub-investment grade credit market.
Liquid and private credit can be complementary
In the Alts Go Mainstream podcast, Danielle Poli examines the complementary roles of public and private credit markets, from liquidity and price discovery to differentiated sourcing and negotiated opportunities.
Partner manager spotlight: Angel Oak
A structural shift in the U.S. residential mortgage market is creating an investment opportunity distinct from other areas of credit. Watch to learn more from leaders across Brookfield and Angel Oak—one of our specialized partner managers.
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One integrated credit platform
Brookfield’s owner-operator, real assets heritage combined with Oaktree’s pioneering role in credit investing are at the core of our scaled, integrated platform.
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Disclosures
This commentary and the information contained herein are for educational and informational purposes only and do not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. This commentary discusses broad market, industry or sector trends, or other general economic or market conditions. It is not intended to provide an overview of the terms applicable to any products sponsored by Brookfield Asset Management Ltd. and its affiliates (together, "Brookfield").
This commentary contains information and views as of the date indicated and such information and views are subject to change without notice. Certain of the information provided herein has been prepared based on Brookfield's internal research and certain information is based on various assumptions made by Brookfield, any of which may prove to be incorrect. Brookfield may have not verified (and disclaims any obligation to verify) the accuracy or completeness of any information included herein including information that has been provided by third parties and you cannot rely on Brookfield as having verified such information. The information provided herein reflects Brookfield's perspectives and beliefs.
Investors should consult with their advisors prior to making an investment in any fund or program, including a Brookfield-sponsored fund or program.
All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results.
Assets shown are for illustrative purposes only. There is no assurance that similar investments or results will occur in the future.
