To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s kept at it, and learn more about the enduring investment truths encapsulated by his memos.
--------
30:47
--------
30:47
Undercurrents
In the latest episode of The Insight: Conversations, Oaktree experts assess the bifurcation in equity and credit markets today, examine dislocation in the healthcare sector, and take a closer look at the recent resurgence of activity within commercial real estate. Steve Tesoriere (Co-Portfolio Manager, Value Opportunities), Olivia Guthorn (Managing Director, Global Opportunities), and Justin Guichard (Co-Portfolio Manager, Real Estate Debt) explore these topics and more from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.
--------
34:20
--------
34:20
On the Lookout
In the latest episode, Armen Panossian (Co-CEO and Head of Performing Credit) and David Rosenberg (Head of Liquid Performing Credit) assess today’s credit markets, including where pockets of relative value may be found, how a global approach can benefit investors, and why public and private credit markets are converging.
--------
30:14
--------
30:14
Keeping Composed
In the latest episode of The Insight: Conversations, Oaktree experts examine the recent volatility in the credit markets, discuss shifting perceptions of European credit, and take a closer look at asset-backed finance. Justin Quaglia (Managing Director, Credit Trading), Madelaine Jones (Portfolio Manager, European High Yield Bonds and Senior Loans), and Christopher Gray (Managing Director, Structured Credit) explore these topics and more from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.
--------
32:33
--------
32:33
Supply and Demand
In the latest episode, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join Wayne Dahl (Co-Portfolio Manager, Global Credit) and Suzana Perić (Managing Director, Sourcing & Origination) as they discuss topics from the recently published Oaktree Credit Quarterly 1Q2025: Gridlock.
The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today. The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes. And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.
España