Friday, November 25, 2022
HomeWealth ManagementWhy Brookfield Oaktree faces headwinds and tailwinds positioning for 2023

Why Brookfield Oaktree faces headwinds and tailwinds positioning for 2023


The tailwind has been the democratization of different property, as firms reminiscent of BOWS present a broader vary of traders with product that solely institutional and high-net value  traders may beforehand entry. That’s elevated with this 12 months’s volatility and stock-bond correlation, however new funds have additionally appealed with periodic liquidity and extra frequent earnings distribution to ease funding from a subscription course of.

“Popping out of this, I believe alternate options will likely be an much more vital asset class, possibly for barely completely different causes than beforehand existed,” stated Levi.

He stated folks have been beforehand turning to alternate options for extra earnings. However, now that’s  obtainable from different sources, in order that they’re in a position to get extra return in much less dangerous property, like authorities bonds.

Levi stated there’s at the moment an urge for food for various credit score, which don’t require a lot danger to realize important yield within the 10% vary, however he famous that advisors have to do credit score analysis on them.

Whereas that presents a present alternative, Levi stated BOWS can even provide a brand new personal infrastructure product with entry to utilities and renewable property in early 2023. Its construction will present periodic liquidity and steady earnings.

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