Howard Marks

As AI fever grips markets, experts share their take on whether this is sustainable growth or the makings of the next correction.

Omaxe Group gets Rs 500 crore 'growth capital' from Howard Marks' Oaktree Capital

The growth capital will support Omaxe’s ongoing projects in New Chandigarh, Lucknow, Ludhiana, and Faridabad, along with flagship developments like Omaxe State in Dwarka, an upcoming integrated township in Amritsar, and a new township project in Indore, among others, said the company.

"Own goal" - Howard Marks compares Trump's tariffs to Brexit misstep in latest memo

Marks noted that even if tariffs succeed in bringing manufacturing back to the US, the country currently lacks the infrastructure

Howard Marks at GWS 2025: ‘US interest rates are not high, just higher than the recent past’

Howard Marks at Global Wealth Summit 2025: The US economy doesn't need artificially low borrowing costs to function well and today's interest rates are not a burden on the economic growth.

Howard Marks says AI will change the world but market judgement awaited on stocks’ valuation

Howard Marks at Moneycontrol Global Wealth Summit 2025: While Artificial Intelligence has the potential to change the world like the Internet did, the market judgement on valuation and longevity of companies is still awaited.

Donald Trump's policies will lead to lower levels of globalisation: Oaktree's Howard Marks

Moneycontrol GWS 2025: 'When you introduce high levels of uncertainty, it is tough on businesses and tough on investors,' says Marks about Trump's policies

Howard Marks says China's growth a 'herculean challenge', stimulus can’t be perpetual

Howard Marks has pointed out the diminishing returns of such stimulus-related interventions, adding that one can't grow through stimulus 'perpetually'.

Market fluctuates at the whims of its most volatile participants: Oaktree's Howard Marks

The market swings on actions of its most volatile players - those who buy at a premium when optimism is high, and sell at a discount when pessimism takes over - Howard Marks said.

Howard Marks explains in latest memo why market forecasts often fail

Marks' note underscores the unpredictability of markets and the dangers of overconfidence, and referred to the surprise win at Wimbledon and attempt on Donald Trump’s life as examples of inherent uncertainty in predicting outcomes.

Leverage a double-edged sword that can lead to ruin, warns Howard Marks in latest memo

When the risk of downward fluctuations get under-estimated over time, it leads to leverage becoming excessive, Howard Marks wrote in his latest memo.

How Howard Marks' advice on risk can help investors in the small, mid-cap spaces

Not every effort will be rewarded with high returns, but hopefully enough will do so to produce success over the long term, said Howard Marks

US Fed policy rate will not go to zero, will be around 3% over next 5-10 years: Howard Marks

In the last 2-3 years, the US Federal Reserve has been forced to raise interest rates as inflation induced a cost of living crisis – moving away from an ultra-low interest rate regime.

The short-term never bothered him: Howard Marks remembers Munger

Marks, the Chairman of Oaktree Capital Management, says Munger never tried to guess what a company or a stock would do in the short term. “If you want to hit the long ball, you have to be very patient," remarked Marks.

Howard Marks predicts Fed Fund Rate range of 2-4% for the upcoming decade

Although global uncertainties make it difficult to predict Fed interest rates, he feels rates will not go much higher. His chief concern is inflation, which he said, was being managed.

Easy money times over, expose portfolio to credit over equities: Howard Marks

Marks emphasised that ‘investors today can get fetch equity-like returns from investments in credit’ as accommodative policies take a step back.

What is common among Jesse Livermore, Benjamin Graham and Howard Marks

These three are renowned for what they have achieved. Three different kinds of personalities active in the securities market in different eras. But, one realisation, which links them, has made all the difference.

Howard Marks sees optimism among equity investors despite worries

Oaktree’s Howard Marks thinks that there is no room for interest-rate declines and short-term interest rates won't be as low in the coming years as in the recent past. But he conceded that there is no concrete evidence to support this belief because the economy and markets are still in transition

Comparisons between 2008 financial crisis and SVB collapse superficial, says Howard Marks

The 76-year-old finds baffling the SVB management’s decision to put about half of its deposits in hold-till-maturity bonds having 'pitifully' low yields. 'How could anyone have thought rates that low were more likely to hold steady or fall than rise,' says Marks

It’s futile trying to predict the macro, study the micro ‘like mad’: Howard Marks

In a note to investors, the co-founder of Oaktree Capital Management wrote that success depended superior insight drawn from fundamentals of a company

Howard Marks on why forecasts are rarely helpful for investors

Marks argues that the unpredictability of economic participants is another reason why economic forecasts don’t always work

Howard Marks writes: Investors need to stay away from the herd to outperform

Portfolio shifts should not be based on short-term results as no strategy will make every quarter or year successful 

How should investors get recession-ready? Howard Marks has the answer

It is the time spent in the market that makes money and not timing the market, the Oaktree Capital Management co-founder says

Time is ripe to snap up bargains, says debt investor Howard Marks

Oaktree Capital’s co-founder is turning aggressive after sharp market sell-off

Distressed debt specialist Howard Marks warns on corporate borrowing burden

While stimulus measures and borrowed money could help keep companies stay afloat, it would not secure their futures if they struggled to return to profitability, says Marks

Howard Marks Part-1: We cannot predict future, but we can prepare

It is not only our ability to predict but predicting better than the others that matters the most, says the noted investor thinker