Brookfield Perspectives

Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu

24 min · 23. Feb. 202624 min
Episode Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu Cover

Beschreibung

On this special episode of Brookfield Perspectives, we step back from transactions and trends to examine a more fundamental question: Where are we in the market cycle and how could that shape the way we invest?   Howard Marks, Co-Chair of Oaktree Capital Management and Chair of Brookfield's Investment Solutions Group, joins Alper Daglioglu, Head of Brookfield’s Investment Solutions Group, for a thoughtful conversation about investor psychology, risk positioning and the balance between offense and defense.  Read disclaimers [https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer] (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

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Episode Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu Cover

Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu

On this special episode of Brookfield Perspectives, we step back from transactions and trends to examine a more fundamental question: Where are we in the market cycle and how could that shape the way we invest?   Howard Marks, Co-Chair of Oaktree Capital Management and Chair of Brookfield's Investment Solutions Group, joins Alper Daglioglu, Head of Brookfield’s Investment Solutions Group, for a thoughtful conversation about investor psychology, risk positioning and the balance between offense and defense.  Read disclaimers [https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer] (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

23. Feb. 202624 min