The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
The Memo by Howard Marks
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Challenges in Managing Leverage and Debt Amidst Changing Market Dynamics
Exploring the asset-rich nature and investment landscape of LTS, which faces hurdles from upcoming debts and changing interest rates. The company is reevaluating its leverage target through asset sales and liability management, a strategy uncommon for non-US companies.
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Transcript
