Market / General
Memos from Howard Marks: Further Thoughts on Sea Change

Howard Marks contends the sweeping alteration of the investment environment calls for a significant reallocation of capital.  

10.11.2023

Howard Marks revisits his 2022 Sea Change memo and the sweeping changes to the investment environment, challenging investors to ask themselves: “What are the arguments for not putting a significant portion of our capital into credit today?

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