The Insight: Conversations – Performing Credit Quarterly 1Q2023
The Memo by Howard Marks20 Huhti 2023

The Insight: Conversations – Performing Credit Quarterly 1Q2023

In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly, including the potential ramifications of the recent banking turmoil, opportunities in private credit and a possible rise in distress. As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank.

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Introducing “The Rewind”: The Route To Performance

Introducing “The Rewind”: The Route To Performance

Today we debut a new series, “The Rewind,” in which Howard looks back on some of his memos over the years, discusses their origin and considers their relevance in today’s financial environment. We sta...

30 Marras 202019min

Coming Into Focus

Coming Into Focus

In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramif...

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