Why professionals in Sydney are fearing a second wave – not of covid, but of problems facing portfolio companies. Plus, why more equity-focused GPs may consider adding debt, and some heartening findings from a Partners Group survey. Here's today's brief for our valued subscribers only.
“Fast down and slow up: to me that’s no V. I prefer to think of it as a checkmark”
Howard Marks, director and co-chairman of Oaktree Capital Management, takes issue in his latest memo with the notion that a recovery from the current crisis could be considered “V-shaped”, as is often posited.
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