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The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

The Memo by Howard Marks

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Navigating Market Volatility with Credit Investing Strategies

The chapter delves into the impact of rising interest rates on credit investors and the importance of credit picking in a volatile market. It discusses the anticipation of rate cuts, warning of potential market sell-offs if expectations are overstated. Additionally, it explores the significance of income in fixed income investments, the low equity risk premium's influence on market preferences, and the value of patience in earning steady income while awaiting investment opportunities.

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