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コンテンツは Anna Szymanski and Oaktree Capital によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Anna Szymanski and Oaktree Capital またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang
Manage episode 411852818 series 3475814
コンテンツは Anna Szymanski and Oaktree Capital によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Anna Szymanski and Oaktree Capital またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
What were some of the biggest surprises in credit markets during the first quarter? Why might global convertibles be set for a rebound? And why do many Chinese equities look more attractive today than they did a year ago? In the latest episode of The Insight: Conversations, Robert O’Leary (co-CEO), Armen Panossian (co-CEO), Jean-Pierre Latrille (Portfolio Manager, Global Convertibles), and Janet Wang (Co-Portfolio Manager, Emerging Markets Equities) discuss these and other topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.
You can listen to the March 2024 edition of The Roundup in the previous episode in this feed, or read it here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktrees-quarterly-letters-march-2024).
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Manage episode 411852818 series 3475814
コンテンツは Anna Szymanski and Oaktree Capital によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Anna Szymanski and Oaktree Capital またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
What were some of the biggest surprises in credit markets during the first quarter? Why might global convertibles be set for a rebound? And why do many Chinese equities look more attractive today than they did a year ago? In the latest episode of The Insight: Conversations, Robert O’Leary (co-CEO), Armen Panossian (co-CEO), Jean-Pierre Latrille (Portfolio Manager, Global Convertibles), and Janet Wang (Co-Portfolio Manager, Emerging Markets Equities) discuss these and other topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.
You can listen to the March 2024 edition of The Roundup in the previous episode in this feed, or read it here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktrees-quarterly-letters-march-2024).
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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…
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…
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continue reading
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…
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…
continue reading
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