Immediate Trade

High Averages

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Greg P
Greg P
Posted underHoward MarksInternational StocksOaktree CapitalStocks

He highlights how optimism and psychological fluctuations can drive bubbles, with echoes of the late ’90s tech boom. While tech stocks are expensive, Howard doesn’t view them as the primary concern; it’s the high valuations of more average companies that are more alarming.

  • Howard’s advice is to be cautious and defensive, suggesting a shift from equities to credit investments, which offer more predictable returns and less risk.
  • Credit, unlike equities, offers a promised return, making it a safer option during times of high equity valuations, even with tighter credit spreads.
  • While credit spreads are at their tightest since 1998, the probability of credit investments providing stable returns is still high compared to equities.
  • The US remains an attractive investment destination, but its exceptional status may be diminishing slightly compared to other regions, which might offer cheaper alternatives.


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