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Plus, 50 shades of green, inflows to US corporate bond funds, and the best books of 2022
Oaktree’s legendary co-founder on the business of bargain hunting, the dangers of emotion — and meeting his drug smuggler namesake
Why rely on forecasts if they’re so easily rendered inaccurate?
Portfolio shifts should not be based on short-term results as no strategy will make every quarter or year successful
Plus, inside the crypto meltdown, US stock market corrections, and Sarah Graham’s voluptuous magnolias
Oaktree Capital’s co-founder is turning aggressive after sharp market sell-off
The influence of psychology on investors’ decision-making still largely explains stock gyrations
Onshoring is on the rise as companies and countries seek greater supply security amid geopolitical tensions
Simply being invested to benefit from miracle of long-term compounding of returns is the most important thing
Risk of inflation is rising but prediction of economic outcomes remains an uncertain game
And are we selling duration, or speculation?
Billionaires share their thoughts on the apparent collapse of value-investing
Oaktree’s Howard Marks says valuation metrics unhelpful, after GMO’s Jeremy Grantham warns investors off tech stocks
Investor says even companies that can return to profit may struggle to service their liabilities
Specialist in distressed debt investment says bounce reflects ‘too much optimism’ and predicts further falls
Billionaire investor warns PM contenders against leaving without agreement
Canadian company diversifies into distressed debt with $4.7bn investment
‘So far no good’, says billionaire investor on progress for a deal on leaving the EU
Howard Marks sees risk in groups being pushed into accepting poor terms on deals
Bill McNabb says explosive growth of the funds does not represent a systemic threat
Growing numbers of investors moving into low-cost vehicles that track an index
More than $27bn floods into debt funds since mid-June as equity valuation concerns rise
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