Insights

The Roundup by Oaktree - September 2025 Edition

Oaktree’s Roundup provides a number of useful insights into the near term implications of the emerging divergence between strong credits, exhibiting very narrow spreads over Treasuries and lesser Credits ( CCC+ and below) characterized by an additional 1000 b.p. spread and median cash flow coverage < 1x. LDX can be a useful exit ramp for credits that may have refinancing difficulties that would benefit from a transition to more aggressive ownership.

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The Credit Market Is Humming—and That Has Wall Street On Edge

WSJ is positing the burgeoning supply of capital for all forms of credit is leading to inadequate returns for the risks taken by debt investors. Private Credit, having grown to nearly $2.0 trillion from a standing start a decade ago. Defaults in this sector have doubled from 3.6% in 2023 to over 8% in 2024 and are already over 8.1% at the start of the 4th quarter of the year.

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