Howard Marks Says Don’t Let Emotions Cloud Judgment on War

Howard Marks, co-founder of Oaktree Capital Management, advises investors to maintain a rational perspective amidst geopolitical turmoil, specifically regarding the ongoing war. His message emphasizes avoiding emotional decisions that can lead to poor long-term investment outcomes. Marks, known for his insightful memos, suggests that market reactions to such events are often overblown in the short term, presenting opportunities for thoughtful investors who focus on fundamentals rather than panic.