303 results for "memo":
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The Most Important Thing
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 : TheMostImportantThing AsImeet with clients and prospects, I repeatedly hear myself say, “the most important thing is x.”
Performing Credit Quarterly 1Q2024: Unusually Uncertain
(a memo I thought mattered but which garnered relatively little response), the answers to questions about rate cut details aren’t meaningful, as any impact is likely to disappear within a few months.
The Insight Conversations - Keeping Composed
And Howard’s written a lot about this specifically in his Sea Change memo talking through just the decades of low interest rates that we’ve experienced.