Link para o artigo original: https://www.oaktreecapital.com/insights/memo-podcast/further-thoughts-on-sea-change
Further 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.