The writer is co-founder and co-chair of Oaktree Capital Management
Powerful investment themes sometimes emerge in a link between seemingly unconnected events. The breakout of war in Ukraine has revealed such a theme, and I believe it is one that investors should heed.
At a recent meeting of the Brookfield Asset Management board that I sit on, a discussion of Europe’s reliance on Russian energy commodities triggered an association with another aspect of international affairs: offshoring. At first glance, these two issues may seem to have little in common. But, as I wrote in my latest memo, I think juxtaposing them is informative.
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