Oaktree’s Marks Sees Opportunities Abroad in ‘Downtrodden’ Debt

The video discusses the risks and opportunities in private and alternative markets, emphasizing the inefficiencies in private market pricing and the associated liquidity risks. It highlights the importance of manager selection in navigating these markets and identifies potential opportunities in downtrodden sectors and emerging markets, particularly China. The video also notes the varying strengths of global economies, suggesting that off-the-beaten-path investments may offer better risk-adjusted returns, albeit with inherent risks.

What are the potential risks associated with investing in private markets?

How do deviations of price from value in private markets compare to public markets?

What types of alternative markets are mentioned as potential investment opportunities?

What factors should be considered when looking for investments that may recover after a downturn?

What expertise is necessary for investing in foreign and emerging markets?