Howard Marks is an American investor and writer. He is the co-founder and co-chairman of Oaktree Capital Management.

In his latest memo Howard Marks provides some thoughtful commentary around transformation and change.

Sea Change (www.oaktreecapital.com)

Warren Buffett has said of Howard Marks writing “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.”

Howard Marks is an American investor and writer. He is the co-founder and co-chairman of Oaktree Capital Management.

In his latest memo Howard Marks provides some thoughtful commentary around forecasting and its pitfalls. Please click on the link below to read on

The Illusion of Knowledge (oaktreecapital.com)

Warren Buffett has said of Howard Marks writing “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.”

Investors may discover that holding internationally listed infrastructure securities is one strategy to help protect a portfolio against inflation in times of increasing inflation and choppy stock markets.

The team at the Magellan Infrastructure Fund provide their thoughts

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