Tag Archives | Howard Marks

Marks Latest Thinking

Howard Marks and his ‘Latest Thinking’

Howard Marks explains that he has never told investors ‘it’s time to get out’, and while he does not see bubble conditions, future returns are likely to be subdued based on current high prices.

Howard Marks

Howard Marks: move forward with caution

Howard Marks is best known in the global investment community for his ‘Oaktree Memos’ to clients which detail investment strategies and economic insights. Here are some extracts from his latest memo, Risk Revisited Again.

Oaktree Slides-01

Howard Marks on Risk and How To Handle It Today

World-renowned investor Howard Marks recently gave a confidential presentation on risk to selected institutional clients, and in this exclusive, Oaktree Capital has given permission for Cuffelinks to share the insights with its readers.

We need to talk about risk

Risk means different things to different people, and there is a misallocation of resources, energy and intellect across the superannuation industry (and investment industry more broadly) to address risk.

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