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Important Notice
You are leaving the Oaktree website and are being redirected to a third-party website. This link is being provided as a convenience and does not constitute an endorsement or approval by Oaktree of any products, services, or opinions of the corporation, organization or individual. Your access to, and use of, this website will be subject to the applicable Terms of Use, Privacy Policy and Use of Cookies.
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Certain information contained in the video constitutes “forward-looking statements,” which can be identified by the use of terms such as “may,” “will,” “expects,” “intends,” “plans,” “believes,” “estimates” or comparable terminology. Forward looking statements are subject to a number of known and unknown risks and uncertainties, including without limitation changes in economic conditions, political changes, legal and regulatory requirements, interest rate fluctuations, as well as changes in the markets, prospects and competition. There can be no assurance historical trends will continue.
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SubscribeFurther Thoughts on Sea Change
In his latest memo, Howard Marks provides a follow-up to Sea Change, his thought-provoking memo published in December 2022. He argues that the trends he highlighted in the original memo collectively represent a sweeping alteration of the investment environment that calls for significant capital reallocation. This memo was originally sent to Oaktree clients on May 30, 2023.
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