Market
Memos from Howard Marks: Ruminating on Asset AllocationMarket / General
Memos from Howard Marks: Lessons from Silicon Valley Bank
This isn't going to be another history of the meltdown of Silicon Valley Bank.
04.17.2023
Howard Marks, Co-Chairman of Oaktree Capital, discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn't portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.
Views and opinions expressed are subject to change. This recording is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any product or service of Brookfield Corporation (“Brookfield”) and certain of its affiliates.
Related Insights
Market
General
Q&A: Implications of Banking Sector Risks With Mark Carney
Market
General
Alts Quarterly: Office Quality, U.K. Water Woes, and Why High Yield May Withstand a Recession
Market
General
Alts Quarterly: Real Estate Optimism, Infrastructure Growth, and Strength in Loans
Investment
General
Reasons for Real Estate Optimism, Finding Growth in Infrastructure, and Strength in Loans
Market
General
Q&A: Implications of Banking Sector Risks With Mark Carney
Market
General
Alts Quarterly: Office Quality, U.K. Water Woes, and Why High Yield May Withstand a Recession
Market
General
Alts Quarterly: Real Estate Optimism, Infrastructure Growth, and Strength in Loans
Investment
General