The Insight: Conversations – Oaktree Conference 2024 | Buyside Digest
ArticleArticleJuly 3, 20241 min read
The Insight: Conversations – Oaktree Conference 2024
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In ‘21, we began to see that continuous monetary stimulus can have negative consequences.
We think that if the easy money period is over, there may be a number of consequences. We think economic growth may be slower, profit margins may erode, investor psychology may not be as uniformly positive as it was in the period of declining rates.
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