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On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment...
In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its p...
In this special episode of The Insight: Conversations , Howard Marks shares his reflections on themes from Oaktree’s recent client conferenc...
In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of A...
In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with...
In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminder th...
In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fu...
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from...
In his latest memo, Howard Marks sets forth the essence of value and price, as well as the critical relationship between the two. He posits...
In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent con...
In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief In...
In his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global eco...
In his latest memo, Howard addresses a common question he’s been receiving over the last few months: “What about credit spreads?” He explain...
In the latest episode of Behind the Memo , Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about...
On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com , calling attention to excesses he detec...
In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fu...
In his latest memo, Howard Marks discusses the economic facts of life, as he examines the workings of free markets and what happens when the...
In this special episode of Behind the Memo, Howard Marks is joined by Morgan Housel, the bestselling author and partner at the Collaborative...
In his latest memo, Howard Marks discusses the reasons for the recent market volatility using one of finance’s classic metaphors: Mr. Market...
In this episode of Behind the Memo, Howard Marks is joined by two special guests: Oaktree cofounder Bruce Karsh and the chess Grandmaster Ma...
In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to...
In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client...
Oaktree Co-Chairman Howard Marks ( https://www.linkedin.com/in/howardmarksbook/ ) joined the In Good Company podcast with Nicolai Tangen (ht...
In his latest memo, Howard Marks examines the relationship between leverage and survivability, taking inspiration from a recent Collaborativ...
Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”? In the latest epi...
In his latest memo, Howard Marks considers what chess can teach investors about the paradox of risk-taking. Drawing on insights from a recen...
In his 2020 memo You Bet! , Howard Marks explained what it means to “think in bets,” as he discussed the many parallels between investing an...
In this special episode of Behind the Memo, Howard Marks is joined by journalist and financial historian Edward Chancellor to discuss ideas...
In his latest memo, Howard Marks considers what financial history can teach us about periods of easy money, the impact they have on investor...
What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending...
Special guest Annie Duke (former professional poker player, best-selling author) joins Howard Marks to discuss ideas from her book Thinking...
Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts...
In his latest memo, Howard Marks provides a follow-up to Sea Change (https://www.oaktreecapital.com/insights/memo/sea-change), his thought-p...
How have credit investors been successfully navigating the volatile interest rate environment? Which sectors currently look attractive to op...
In the latest episode of Behind the Memo , Howard discusses his recent memo: Fewer Losers, or More Winners? He details the inspiration for t...
In his latest memo, Howard Marks discusses the essential choice in both investing and sports: should you go for more winners or try to elimi...
Learn about the current state of European credit and the dramatic changes seen over the last year in this thought-provoking discussion with...
Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capi...
In his latest memo, Howard Marks discusses five market calls he’s made during his career. He argues that investors seeking to take the tempe...
David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023...
Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this means for credit inve...
In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaw...
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn’t portend a...
Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from the bursting of the...
Howard is joined by Bruce Flatt, CEO of Brookfield, for a discussion of Ditto , which was originally published on January 7, 2013. They exam...
In the latest episode of Behind the Memo , Howard discusses his most recent memo, Sea Change . He explains why the shift we may currently be...
In his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change over the last 50 years. Eve...
In the latest episode of Behind the Memo , Howard discusses his most recent memo, What Really Matters?, and looks back on a year of memo-wri...
In his latest memo, Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters in inve...
Howard reflects on memos related to the Global Financial Crisis with Bob O’Leary, Co-Portfolio Manager of Oaktree’s Global Opportunities str...
In the latest episode of Behind the Memo , Howard discusses key themes from his recent memo, The Illusion of Knowledge . He explains why cre...