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Important Notice
You are leaving the Oaktree website and are being redirected to a third-party website. This link is being provided as a convenience and does not constitute an endorsement or approval by Oaktree of any products, services, or opinions of the corporation, organization or individual. Your access to, and use of, this website will be subject to the applicable Terms of Use, Privacy Policy and Use of Cookies.
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SubscribeFurther Thoughts on Sea Change
In his latest memo, Howard Marks provides a follow-up to Sea Change, his thought-provoking memo published in December 2022. He argues that the trends he highlighted in the original memo collectively represent a sweeping alteration of the investment environment that calls for significant capital reallocation. This memo was originally sent to Oaktree clients on May 30, 2023.
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