351 results for "Howard Marks":
Showing 31 - 40 of 351 results
The Illusion of Knowledge
Howard Marks questions macro forecasts' value, citing economic complexity., . – Mark Twain As I mentioned in my recent memo Thinking About Macro , in the 1970s we used to describe an economist as “a portfolio manager who never marks to market.”
The Memo: Expert Opinion
In his memo, Howard Marks examines the precision of so-called "Expert Opinion."
The Pendulum in International Affairs
Howard Marks discusses Europe's energy reliance, U.S. offshoring, and the potential shift from globalization to onshoring, which may create risks and opportunities for investors.
The Memo: There They Go Again... Again
Again," Howard Marks delivers a cautionary view of the current market.
The Memo: You Bet!
In his memo, Howard Marks discusses the process of thinking in bets, parses the world of gambling, and draws parallels between investing and games of chance.
A Look Under the Hood
Howard Marks offers observations based on his meeting with a state pension fund, exploring key topics such as determining an appropriate risk posture, selecting an investment approach, and assessing performance., But if we can beat our peers in bad times and do almost as well or better in good times, that may be the most solid reason for awarding high marks.
The Roundup: Top Takeaways from Oaktree Conference 2024
Oaktree recently held its biannual client conference featuring presentations from co-chairman Howard Marks, co-CEOs Robert O’Leary and Armen Panossian, and many other key Oaktree thought leaders., Oaktree recently held its biennial client conference featuring presentations from co-chairman Howard Marks, co-CEOs Robert O’Leary and Armen Panossian, and many other key Oaktree thought leaders., In a special edition of The Roundup,1 we’ve highlighted various topics discussed at Oaktree Conference 2024, including the next frontier of private credit, dislocation in India’s corporate debt markets, and the potentially once-in-a-generation opportunity in commercial real estate. 1 Market Outlook: The Definition of Insanity Howard Marks Co-Chairman Investors should understand that the investment environment and the starting point for investments have a huge impact on their success, and the shorter your time horizon, the truer this is.
Gimme Credit
Howard Marks discusses the common question "what about credit spreads?", Is there a limit on the ability of managers to keep marks too high?
What’s Oaktree Reading? 2023 Year-End Book Recommendations
Check out ten books that gave Howard Marks and others at Oaktree fresh perspectives and essential insights in 2023., Check out ten books that gave Howard Marks and others at Oaktree fresh perspectives and essential insights in 2023., Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke Howard Marks Co-Chairman This book is a helpful guide for anyone contemplating how to make decisions when faced with imperfect information, uncertainty, and multiple possible outcomes.
Easy Money
Howard Marks reflects on financial history, easy money's impact on investor behavior, and its end., This is a familiar theme that frequently marks the turn of the cycle from benign to nasty.