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Discover commentaries and other exclusive content that highlight Oaktree’s unique insights into financial markets and investing.

Memos from Howard Marks

Since 1990, Howard Marks, Co-Chairman of Oaktree, has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights.

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30 July 2024 Performing Credit Quarterly 2Q2024: The Dual Economy
28 March 2024 The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition
30 January 2024 Performing Credit Quarterly 4Q2023: The Goldilocks Trap
14 December 2023 The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
26 October 2023 Performing Credit Quarterly 3Q2023: Tails, You Lose?
26 September 2023 The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - September 2023 Edition
7 September 2023 Insights Live: European Credit at a Turning Point
27 July 2023 Performing Credit Quarterly 2Q2023: Fighting the Fed
21 June 2023 The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition
7 June 2023 Emerging Markets Equities Strategy
20 April 2023 Performing Credit Quarterly 1Q2023: Flight Risk
23 March 2023 The Roundup: Top Takeaways From Oaktree’s Quarterly Letters - March 2023 Edition
26 January 2023 Performing Credit Quarterly 4Q2022: Bad News Bulls
15 December 2022 The Roundup: Top Takeaways From Oaktree’s Quarterly Letters - 4Q2022
27 October 2022 Performing Credit Quarterly 3Q2022: The Signal and the Noise
27 September 2022 The Roundup: Top Takeaways From Oaktree's Quarterly Letters - 3Q2022
20 September 2022 Insights Live: Top Three Misconceptions About Private Credit, featuring Howard Marks
21 July 2022 Performing Credit Quarterly 2Q2022: Shifting Gears
6 July 2022 Insights Live: Finding Relative Value in Uncertain Times
29 June 2022 The Roundup: Top Takeaways From Oaktree's Quarterly Letters - 2Q2022
25 April 2022 Performing Credit Quarterly 1Q2022: Whatever It Takes
16 March 2022 The Roundup: Top Takeaways From Oaktree's Quarterly Letters - 1Q2022
27 January 2022 Insights Live: Performing Credit Quarterly 4Q2021 - What's Next?
27 January 2022 Performing Credit Quarterly 4Q2021: The New "T" Word
27 October 2021 Insights Live: Performing Credit Quarterly 3Q2021
21 October 2021 Performing Credit Quarterly 3Q2021
22 July 2021 Performing Credit Quarterly 2Q2021
29 June 2021 Is Anything on Sale? Top Five Takeaways From Oaktree’s Global Credit Panel
29 June 2021 Is Anything on Sale? Discussing Today's Global Credit Markets
2 June 2021 European Senior Loans with Madelaine Jones
21 May 2021 European High Yield Bonds with Anthony Shackleton
19 May 2021 Insights Live: Performing Credit Quarterly 1Q2021
6 May 2021 Performing Credit Quarterly 1Q2021
2 March 2021 Insights Live: Performing Credit Quarterly 4Q2020
4 February 2021 Performing Credit Quarterly 4Q2020
5 November 2020 Getting Through the Matrix: Staying Disciplined in an Evolving High Yield Bond Market
2 November 2020 Performing Credit Quarterly 3Q2020
14 October 2020 CLOs: Finding Relative Value in the Age of Covid-19
31 August 2020 The Case for Convertible Bonds
18 August 2020 Performing Credit Quarterly 2Q2020
8 July 2020 Specialization with Armen Panossian
2 April 2020 Risks and Opportunities in EM amid a Global Slowdown
27 March 2020 Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll
24 March 2020 Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard
9 March 2020 Assessing Relative Value in Credit amid Coronavirus Uncertainty
30 January 2020 An ESG Focus for EM Equities Investing
19 November 2019 A Place for Real Estate Debt in Global Credit Investing
25 October 2019 Credit Selectivity at the Fore in European High-Yield Bond Investing
6 August 2019 Rising Risks Call for a Tactical Approach to Global Credit Investing
7 March 2019 Senior Loan Platform
27 August 2018 Global Credit Strategy
2 April 2018 High Yield Bond Platform