| 21.11.2024 Managers' most important decision is how to combine ownership and debt assets |
| "From my vantage point, 'asset allocation' is a relatively new thing," writes Howard Marks, co-chairman of Oaktree, in his recent memo, "Ruminating on Asset Allocation". No one used that phrase when he joined the industry 55 years ago, he continues. Then, structuring portfolios was a pretty simple matter, generally following the classic "60/40" split. Today, investors are presented with so |
| Article source: https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation - Opalesque is not responsible for the content of external internet sites |