Offense or Defense? Positioning Portfolios in Today's Market

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-Chairman 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 for this episode.