Gurus

The Roundup: Top Takeaways From Oaktree’s Quarterly Letters 1Q2022

Tan KW
Publish date: Thu, 17 Mar 2022, 07:18 AM

In the first edition of a new Insights series, we’ve compiled a collection of thought-provoking ideas about asset classes, industries and the economy at large derived from Oaktree Portfolio Managers’ latest quarterly letters to clients.  Topics range from bullish and bearish economic forces to the shifting tides in emerging markets equities.  As a bonus, we’ve included an excerpt from Oaktree Co-Chairman Howard Marks’s 2021 year-end letter to clients.

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