Cover image of The Memo by Howard Marks

The Memo by Howard Marks

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 landscape... Read more

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The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messi... Read more

8 Aug 2023

34mins

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Taking The Temperature

Taking The Temperature

In his latest memo, Howard Marks discusses five market calls he’s made during his career. He argues that investors seeki... Read more

10 Jul 2023

49mins

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The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topic... Read more

27 Jun 2023

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The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this m... Read more

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The Insight: Conversations – Performing Credit Quarterly 1Q2023

The Insight: Conversations – Performing Credit Quarterly 1Q2023

In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman... Read more

20 Apr 2023

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Lessons from Silicon Valley Bank

Lessons from Silicon Valley Bank

In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse. He argues that it likel... Read more

17 Apr 2023

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The Rewind: Calling The Market

The Rewind: Calling The Market

Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from ... Read more

7 Mar 2023

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The Rewind: Ditto

The Rewind: Ditto

Howard is joined by Bruce Flatt, CEO of Brookfield, for a discussion of Ditto, which was originally published on January... Read more

2 Feb 2023

1hr 11mins

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Behind The Memo: Sea Change

Behind The Memo: Sea Change

In the latest episode of Behind the Memo, Howard discusses his most recent memo, Sea Change. He explains why the shift w... Read more

5 Jan 2023

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Sea Change

Sea Change

In his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change over th... Read more

13 Dec 2022

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