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Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu | Brookfield

"In this market, optimism is in the ascendancy... prices are probably high relative to intrinsic value, prospective returns are modest, and uncertainty risk is relatively high." — Howard Marks (Discussing the current state of the market cycle) [00:02:04]

"The riskiest thing in the world is the belief that there's no risk. One of the safest things in the…

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Feb 24, 2026

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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

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https://privatewealth.brookfield.com/sites/default/files/2024-05/the-case-for-infrastructure.pdf

https://privatewealth.brookfield.com/thealtsinstitute/case-infrastructure

Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu | Brookfield