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The Insight by Oaktree Capital · Apr 8, 2025 · 29 min

Off The Beaten Path

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.

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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. 

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