Oaktree’s Marks on Risk: ‘This Is Not a Time to Be Aggressive’

The video discusses the impact of economic changes, such as negative interest rates and quantitative easing, on traditional market rules. It highlights the importance of recognizing current market conditions and investor behavior, particularly pro-risk actions. The speaker advises on risk management strategies, emphasizing the need for less risk in portfolios during uncertain times. The conclusion offers recommendations for cautious investment approaches, suggesting that while it's not time to exit the market, investors should reduce risk exposure.

In what ways should an investor adjust their risk posture in the current market conditions?

Why is it suggested that this is not a time to be aggressive in investing?