Brookfield Asset Management, Oaktree Capital Management -Wed, 10/11/2023 - 16:26

Further Thoughts on Sea Change

In May, I wrote a follow-up memo to Sea Change (December 2022) that was shared exclusively with Oaktree clients. In Further Thoughts on Sea Change, I argued that the trends I had highlighted in the original memo collectively represented a sweeping alteration of the investment environment that called for significant capital reallocation. This memo was originally sent to Oaktree clients on May 30, 2023.¹

Sign Up Now for Full Access to Articles and Podcasts!

Unlock full access to our vast content library by registering as an institutional investor

Contacts

Author Information

Authored by: Oaktree Capital Management
Authored on: Wed, 10/11/2023 - 16:26

Brookfield

Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate and credit. We invest client capital for the long term, focusing on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world, including insurance companies, public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions and private wealth investors. Drawing on Brookfield's heritage as an owner and operator, as well as its imbedded specialized credit capabilities, including Oaktree’s leading alternative credit platform, we seek to invest for value and generate strong returns for our clients across economic cycles.

Brookfield
250 Vesey Street, 14th Fl.
New York, NY 10281

Roger Kramer
Managing Director, Insurance Strategist
roger.kramer@brookfield.com
+1.646.774.3472

https://www.brookfield.com/

View the contributor page