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...