Howard Marks

Two years ago, I penned this piece based on Stephen Schwarzman's then-newly released book. A week later, the ASX went into a month-long tailspin. Hopefully, the timing...

If our recent Outlook Series told us anything, it’s that 2022 will be a year of unknowns. As a group, our fund managers were split between bullish or bearish with one...

Howard Marks’s latest memo on the “topic du jour” of inflation stretches to about 15 pages, around 8,000 words and graciously references the work of dozens of his...

After a wild few weeks that’s seen most major equity indexes fall by a third, before a rally of around 20%, even the most experienced investors are scratching their...

Great investors have an uncanny ability to find attractive investment opportunities in any market. During the depths of the GFC when fear of the unknown paralysed most...

In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes...

Having spoken to many investors, the most common misjudgement I’ve observed is binary thinking. That is the tendency to think in black and white. Let me share two...

Howard Marks of Oaktree Capital has recently released his updated view on the current market environment. The view of Oaktree is interesting, as they invest across...

It’s been nearly six months since Marks’ last memo. In the absence of any major shift in global markets, he has taken the opportunity to discuss a more ‘big picture’...

Howard Marks is the Chairman and Founder of Oaktree Capital Management, an investment firm managing over $120B. This is not a how to invest book and you will not find...

Following Marks’ last memo, many media sources (though not this author) reported that Marks was ‘ultra-bearish’. Some even went as far as to report that he’d said,...

Howard Marks expressed concerns over a range of different assets and indicators in his last memo, which caused quite a media uproar. So he’s expanded and clarified...