Market Commentary
The Memo by Howard Marks

The Insight: Performing Credit Quarterly 1Q2023 – Flight Risk

When a period of easy money comes to an abrupt end, simmering risks typically erupt, as we recently saw in the banking sector.  Armen Panossian (Head of Performing Credit) and Danielle Poli (Head of the Product Specialist Group) explain why they believe more pockets of stress will likely burst as credit conditions tighten – and why this will benefit bargain hunters.  

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