347 results for "Howard Marks":

Showing 121 - 130 of 347 results

Special Edition: The Power of Credit

Sheldon Stone: I think Howard [Marks] summed it up best when he said, “Move forward, but with caution.”, Stone, a co-founding member of Oaktree in 1995, established TCW’s High Yield Bond department with Howard Marks in 1985 and ran the department for ten years., Marks at Citibank for two years where he performed credit analysis and managed high yield bond portfolios.
March 2025 Edition Roundup

Plus, we’ve included an excerpt from Howard Marks’s 2024 year-end letter to clients., The Roundup Top Ta ke aways from Oaktree’s Quarterly Letters Insights Howard Marks Co-Chairman Insights 2 2.
The Impact of Debt

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: The Impact of Debt My partner Bruce Karsh recently supplied me with a newspaper article about chess that inspired me to write a brief memo called The Indispensability of Risk.
Fraud and Phishing

Oaktree’s only authorized social media accounts are LinkedIn, X, Facebook, YouTube, Howard Marks LinkedIn, Howard Marks X, and Howard Marks Facebook., Howard Marks’s official LinkedIn account is Howard Marks.
Performing Credit Quarterly 4Q2023: The Goldilocks Trap

While this could happen, we believe – to quote our co-chairman Howard Marks – that this all “smacks of Goldilocks thinking.”, Figure 1: Fourth-Quarter Rally Reflects Rising Expectations for a Soft Landing Source: Bloomberg; S&P 500 Index, Russell 2000 Index, ICE BofA US High Yield Constrained Index, Federal Reserve, as of December 31, 2023 Winds of Change Over the last few decades, arguably no financial market tailwind was stronger than declining and ultra-low interest rates – as Howard Marks has written about extensively over the last year., As Howard recently noted in his memo Easy Money: Low interest rates made it: easy to run a business, with the stimulated economy growing unabated for more than a decade; easy for investors to enjoy asset appreciation; easy and cheap to lever investments; easy and cheap for businesses to obtain financing; and easy to avoid default and bankruptcy., As Howard recently noted: I’ve seen Goldilocks thinking in play a few times over the course of my career, and it rarely holds for long.
BTM Fewer Losers or More Winners

Anna Szymanski Hello, and welcome to Behind the Memo with Howard Marks., Howard Marks We l l t h a n k y o u , Anna, it’s a pleasure to be with you, and I’m especially looking forward to discussing this memo, which is a topic close to my heart., Howard Ye s , y e s ., Howard Ye s ., Howard Right.
The Limits to Negativism

A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a r k s R e : TheLimits to Negativism The markets acted on Monday as if the credit crisis is behind us – how incredible it is to be able to even write those words, whether true or not., So the 1,000 mark note I bought was simply over- stamped One Million Marks in red., One of the firms printing these [new 100 trillion Mark] notes submitted an invoice for 32,776,899,763,734,490,417.05 (3.28 x 10P 19 P, or 33 quintillion) Marks., So instead of 1,000 marks, a goat now costs one million marks., So when repaid in the cheapened currency in 1923, the person to whom the government owed 1,000 marks can only buy one-thousandth of a goat – not a whole goat as in 1920.
Oaktree Capital's Diversity & Inclusion

Howard Marks Not Enough, June 11, 2020 Partnerships Employee Networks Commitments & Recognition Partnerships Employee Networks Oaktree Pride supports our LGBTQIA+ employees, as well as family and friends of the community., Read Education Aug 25, 2022 Sustainability in Action: Lessons From Oaktree’s Panel on Board Diversity Read Education Jun 22, 2022 Sustainability in Action - AltFinance: Investing in Black Futures Read Education Jun 22, 2022 Sustainability in Action - AltFinance: Investing in Black Futures Watch Education Feb 8, 2022 Sustainability in Action: Expanding Oaktree’s Business Principles Read Press Jan 27, 2022 Oaktree Earns Top Score in Human Rights Campaign Foundation’s 2022 Corporate Equality Index Read Press Jun 18, 2021 Finance firms' good intentions are not enough to fix the diversity problem: Howard Marks Watch Press Jun 15, 2021 Apollo, Ares and Oaktree Team Up on Initiative to Lure Black Talent Read Press Jun 15, 2021 Apollo, Ares and Oaktree to Launch $90 Million Initiative for Students at Historically Black Colleges and Universities Read Press Jun 11, 2021 Oaktree Capital taps managing director
March 2024 Edition Roundup

Emerging Markets Equities: Piling On The current market narrative about the “uninvestability” of China reminds us of a recent comment from our co-chairman Howard Marks: “If you have two piles of assets – one with things that everyone loves, that are priced well and performing well, and the other with assets that everyone dislikes, that have poor price performance and are believed to be trou- bled – you have to ask yourself where will you find the best opportunities?”, Oaktree Co-Chairman Howard Marks discussed this view in detail in his recent memo, Easy Money. 4.
What’s Oaktree Listening to? Top 10 Podcast Recommendations

The first episode will feature a discussion between Armen Panossian, Oaktree's Head of Performing Credit, and our Co-Chairman Howard Marks., Masters in Business Armen Panossian Head of Performing Credit Barry Ritholtz's podcast features in-depth discussions with leading figures from the worlds of business and investment, including our own Howard Marks.