Market
Memos from Howard Marks: Ruminating on Asset AllocationOaktree recently held its biennial client conference featuring presentations from co-chairman Howard Marks, co-CEOs Robert O’Leary and Armen Panossian, and many other key Oaktree thought leaders. In a special edition of The Roundup,1 we’ve highlighted various topics discussed at Oaktree Conference 2024, including the next frontier of private credit, dislocation in India’s corporate debt markets, and the potentially once-in-a-generation opportunity in commercial real estate.
1The content is derived from or inspired by ideas presented at Oaktree Conference 2024; the text has been edited for space, updated, and expanded upon where appropriate.
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.
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