About this episode

Oaktree experts discuss the current bifurcation in equity and credit markets, healthcare sector dislocation, and commercial real estate activity.

In the latest episode of The Insight: Conversations , Oaktree experts assess the bifurcation in equity and credit markets today, examine dislocation in the healthcare sector, and take a closer look at the recent resurgence of activity within commercial real estate. Steve Tesoriere (Co-Portfolio Manager, Value Opportunities), Olivia Guthorn (Managing Director, Global Opportunities), and Justin Guichard (Co-Portfolio Manager, Real Estate Debt) explore these topics and more from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters .

People in this episode

Guests: Steve Tesoriere, Olivia Guthorn, Justin Guichard

Topics covered

• equity markets
• credit markets
• healthcare sector
• commercial real estate
• market dislocation

Keywords

• equity markets
• credit markets
• healthcare
• commercial real estate
• market analysis

Mentioned in this episode

Organizations: Oaktree Capital

Books & works: The Roundup: Top Takeaways from Oaktree’s Quarterly Letters

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• Convergence · November 13, 2025 · 32 min
• 35 Years of Memos · October 14, 2025 · 31 min

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