A common question on investors’ minds currently might be this:
“What should I do with my stock portfolio now that inflation is high and geopolitical tensions are still raging?”
While I can take a stab at answering that question, Howard Marks, an investor I follow closely, has done the job perfectly.
In a recent interview with his company, he shared his thoughts surrounding the markets right now and what investors should consider.
The sharing is entitled “Insights Live: Which Way Now? A Conversation with Howard Marks” and it can be found on Oaktree’s website.
Some of the topics Marks and Anna Szymanski (Oaktree’s senior financial writer) covered are:
- How to determine your normal risk appetite
- Reasons to be more defensive
- Reasons to be less defensive
- Should you time the market?
- What should you focus on?
I hope the 11-minute interview is insightful for you as it was for me.
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