A Look Under the Hood

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

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership. 

– The new/old RBA meets... and fronts a press conference

– Do Nick Scali and Myer present a challenge for rates?

– Worth workplace reforms, or more red tape?

– Allan Fels diagnoses the problems with competition

– ... and a little advice from Charlie ...

Billionaire investor, author and co-founder of Oaktree Capital Howard Marks discusses risk assessment, how to think different than the crowd, and the three mighty dares that separate the successful from the also-rans. Go Premium: Members get early access, ad-free episodes, hand-e ...  Show more

How do you properly approach the retirement conversation? What can you say and what should you avoid? In this episode Pandy walks you through the key items to think about and how to establish a positive and constructive line of communication so everyone feels empowered and inf ...

A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA®