The Pandemic Crisis and the Policy Reaction

Despite very average economic performance, consumer sentiment remains at extraordinarily low levels. While there are many interesting aspects to this phenomenon, one is of particular relevance to investors. As we show on page 32 of the Guide to the Markets, peaks and troughs in c ...  Show more

In the pantheon of running injuries, there is a well-established hierarchy. A recreational runner, finishing any marathon, or exerting themselves at half that distance, can expect to come down with delayed onset muscle soreness, otherwise known as DOMS. Starting from barely a twi ...  Show more

It's been a time of tumult on Wall Street – at the hands of the White House.

US President Donald Trump made his plans for tariffs known on the campaign trail, but their scale has taken the world by surprise.

The sweeping tariffs sent global markets into chaos. Th ...

The crew looks back at two of the most notable American political decisions of the 21st century: the 2003 invasion of Iraq and the bailout of American banks during the 2007-'08 financial crisis. Both feel relevant today, as the country marks the 20th anniversary of the Iraq War a ...  Show more

Howard reflects on memos related to the Global Financial Crisis with Bob O’Leary, Co-Portfolio Manager of Oaktree’s Global Opportunities strategy. They share their most striking memories from the years leading up to and during the crisis. They also discuss today’s market environm ...  Show more

In the wake of the attacks of 9/11, the United States took several measures at home and abroad to prevent such atrocities happening on its soil again. Twenty years later and after two bitter wars in Iraq and Afghanistan, did America get its response to the attacks of 9/11 right?( ...  Show more