260 results for "memo":
Showing 81 - 90 of 260 results
Oaktree's Intern Class - Top Takeaways from Summer 2023
What is one of your favorite memories from your time at Oaktree?
Shall We Repeal the Laws of Economics
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Shall We Repeal the Laws of Economics?, For months, I’ve been saving up clippings for a memo on the above topic, but favorite subjects such as risk, debt, and uncertainty repeatedly jumped the queue, delaying my intended memo until the U.S., I followed those two memos with one in 2019 entitled Political Reality Meets Economic Reality., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree
Ruminating on Asset Allocation
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Ruminating on Asset Allocation When I travel to see clients and spend entire days discussing investing and the markets, memo ideas often pop up., B efore I proceed, I want to mention that, from time to time in this memo, I’ll say “generally,” “usually,” or “everything else being equal.”, For the purposes of this memo, however, it might help to think of it as “fixed outcome” investing., The Essential Choice At the outset of this memo, I listed some of the decisions that comprise the asset allocation process., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
Gimme Credit
Memo to: Oaktree Clients From: Howard Marks Re: Gimme Credit The questions I get from clients enable me to understand in real time what’s on their minds., Ever since interest rates got up off the floor in 2022, there’s been increased interest in credit, and that’s why I’m devoting this memo to it., I’ve written so much about this that I’m not going to belabor it further (see my memo Ruminating on Asset Allocation, October 2024), but I’m always available to talk., Credit Ve rsus Equities I’ve written about equity valuations – primarily referencing the Standard & Poor’s 500 – as recently as this January in my memo On Bubble Wa tch., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
assessing-relative-value-in-credit-amid-coronavirus-uncertainty
Th e f u rther we moved away from the GFC, the less the memory of the dramatic volatility from the crisis resonated with investors.
Email Alerts
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What’s Oaktree Reading? 2023 Year-End Book Recommendations
Stay True by Hua Hsu Priya Prasad Bowe Head of ESG Stay True is a beautifully written memoir about friendship and loss set in Northern California in the mid-1990s., The Caliph’s House: A Year in Casablanca by Tahir Shah June Sun Vice President, Infrastructure Investing In this captivating memoir, Tahir Shah chronicles his decision to uproot his family’s life in London in order to purchase an ancient, crumbling mansion in Casablanca.
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - March 2023 Edition
In Howard's recent memo Sea Change, he wrote, “We've gone from the low-return world of 2009-21 to a full-return world, and it may become more so in the near term….
Performing Credit Quarterly 3Q2022: The Signal and the Noise
As Howard Marks recently wrote in his memo The Illusion of Knowledge, few, if any, investors have the ability to consistently and profitably predict macroeconomic trends.
Direct Lending: Benefits, Risks and Opportunities
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