The Insight: Conversations – Performing Credit Quarterly 1Q2023
The Memo by Howard Marks
A Memo on Impending Changes in the Economy and Markets
Most people have not agreed with Oaktree's belief that interest rates close to zero won't be seen in the coming years/nThe investment world hasn't embraced the view of the impacts mentioned in the memo/nOaktree prefers to be the only ones holding the opinion assuming they turn out to be right
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