• Overview

    In this episode of The Fund Managers, Escala Investment Analyst Stephen Dickinson talks to Howard Marks, co-Chairman and co-Founder of Oaktree Capital Management. Howard discusses the major market changes he’s navigated in his career, how Oaktree is currently viewing the market backdrop, the credit landscape and opportunity set.

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This week Escala Partners CIO, Tracey McNaughton, discusses the upcoming US presidential election, why the polls are often wrong, the bi-partisan support for nuclear energy, and why the bond and equity markets disagree on what a Trump presidency could mean.

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