The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

The Insight: Conversations – Full Return Worl...

OAKTREE CAPITAL MANAGEMENTOAKTREE CAPITAL MANAGEMENT

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Shall We Repeal the Laws of Economics – Part III

In his latest memo, Howard Marks discusses recent attempts to rein in long-dated government bond yields. He affirms that the only sustainable solution is responding to the underlying factors pushing interest rates up, even if politically uncomfortable. Any other method simply rep ...  Show more

 . 27min 16sec
What's Going on in Private Credit?

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the reasons for its fast growth bu ...  Show more

 . 38min 50sec

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