347 results for "Howard Marks":

Showing 191 - 200 of 347 results

Are There Still Winners in a Maturing Real Estate Cycle?

These “twin risks” – as Oaktree’s co-chairman Howard Marks calls them – are all the more pertinent today as we approach a possible inflection point in the maturing market cycle.
QLR - 3Q2022

 - 1 - Howard Marks Co-Chairman 1 Risk Posture: It Depends Determining the appropriate risk posture for a given point in time is more complex than most people think., Being able to identify where we stand in a cycle – and the likelihood of a turn – is critical if investors wish to adjust their risk postures appropriately and “t i l t t h e o d d s i n t h e i r f a vor,” a s Howard Marks has written.
Easy Money_TC

保留所有權利 備忘錄： 致橡樹資本（ Oaktree ）的客戶 發信人： 霍華德·馬克斯（ Howard Marks ） 主題： 當資金唾手可得 ­­­­ 背景：我自 1990 年開始撰寫備忘錄。
Shall We Repeal the Laws of Economics_TC

版權所有 關注我們： 備忘錄： 致橡樹資本（ Oaktree ）的客戶 發信人： 霍華德·馬克斯（ Howard Marks ） 主題： 我們是否應該放棄經濟法則？
The Illusion of Knowledge_SC

版权所有 关注我们： 备忘录： 致橡树资本 (Oaktree) 的客户 发信人： 霍华德·马克斯 (Howard Marks) 主题： 认知的错觉 自 1993 年 2 月开始写第一篇备忘录，预测的价值，雨源自何处 (The Value of Projections, or Where ' d All This Rain Come From) 开始，我一直在表达我将“预测”置之度外。
Insights - Quarterly Roundup - 1Q2022

 - 1 - Howard Marks Co-Chairman 1 Positioning in 2022 Over the last few years, it has become my practice to decline to answer standard media questions such as “are you a buyer or a seller?”, Plus, as a bonus, we’ve included an excerpt from Howard Marks’s 2 0 2 1 year-end letter to clients., A s Howard has long said, “we may never know where we’re going, but we had better have a good idea where we are.”
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - March 2023 Edition

Plus, we've included an excerpt from Howard Marks's 2022 year-end letter to clients. 1 Risk Posture: Finding Balance Howard Marks Co-Chairman In 2022, the markets switched from soaring to collapsing, and the declines in stock and bond prices brought valuations into less-elevated territory., As Howard might say, they're “cheap as usual.”
Conversation Conference 2024

First up, we have co-chairman Howard Marks, who will set the stage with his discussion about the massive changes we’ve been seeing in financial markets in recent years., So with that, I’ll turn it over to Howard., Howard Marks Back in October of ‘22, Bruce and I resumed our post-pandemic International Travel with a trip to see clients in the Mid- dle East, which we obviously hadn’t been to in a couple of years.
Yet Again

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Yet Again?, “The story from Howard Marks is ‘it’s time to get out.’ ” 2., “I appreciate Howard Marks’s message but I think now is no more a time to be cautious than at any other time.
Performing Credit Quarterly 3Q2021: The Great Debate

.” – Howard Marks, Thinking About Macro The third quarter of 2021 presented economic forecasters with a host of surprises: natural gas prices spiked by over 30% in one month, the 10-year Treasury yield recorded one of its biggest one-week jumps of the year, and the U.S. economy created less than 200,000 jobs in September – the month when Americans were supposed to flood back into the labor force., As Oaktree co-founder Howard Marks recently wrote, no one fully understands – let alone can predict – inflation dynamics., We believe structuring expertise can be a significant advantage in this market, as it can potentially enable investors to earn excess return, especially in situations that many managers have neither the background nor the skillset to tackle. move forward, but with caution As Howard recently reiterated, “it’s one thing to have an opinion, but something very different to assume it’s right and bet heavily on it.”