This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Howard Marks: the false dichotomy between value and growth investing

Loading player...

Is value vs growth a false dichotomy? That’s a question Max Richardson, senior investment director, Investec Wealth & Investment UK, put to Oaktree Capital’s Howard Marks, following the latter’s most recent memo, called “Something of Value”, which has generated a flurry of interest within the investment community.

28 Jan 2021 English South Africa Business

Other recent episodes

S05 Ep04 Energy Market Update: Oil supply risks mount as Middle East tensions intensify

Trump’s efforts to lower diesel prices have had little lasting impact, with New York futures near $200 a barrel. Brent crude touched $110 as attacks on shipping in the Strait of Hormuz and regional tensions intensified. Please note: this podcast is provided for information purposes only and should not be…

19 Oct 4 min

S05 Ep03 Energy Market Update: Russian diesel deal offers limited relief to global markets

Trump’s announced deal to import Russian diesel offers limited relief, with the proposed 3.7 million barrels small relative to global demand and delivery uncertain amid damage to Russian refineries. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation…

12 Oct 4 min

S05 Ep02 Energy Market Update: G7 reserve release offers temporary relief for UK diesel market

The G7’s 100 million barrel reserve release could ease diesel costs for UK businesses and motorists, following Trump’s confirmation that US diesel exports will continue. However, uncertainty over diesel volumes means relief may be temporary. Please note: this podcast is provided for information purposes only and should not be construed…

5 Oct 6 min

S05 Ep01 Energy Market Update: Oil markets caught between diplomacy and disruption

Brent’s sharp swings, from $97 to above $108 a barrel, reflecting the uncertainty over renewed US-Iran talks and the future of the Strait of Hormuz. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to…

28 Sep 5 min

S04 Ep50 Energy Market Update: Could Brent crude climb back above $120?

Brent crude has surged above $106 a barrel after touching $110 last week, as threats to Saudi exports deepen concerns over global supply. Disruption in the Red Sea, Houthi advances and an attack that shut a key Saudi pipeline have raised the risk of a wider regional conflict. Please note:…

14 Sep 4 min

All episodes